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Advisor Information for CPEIX

Fund Inception06/06/2014
Name of IssuerCatalyst Mutual Funds
Fund Advisor(s)Catalyst Capital Advisors LLC
Sub-Advisor(s)Cookson Peirce & Co Inc

Fund Managers for CPEIX

Bruce Miller
Portfolio Manager since 12/22/2011
Mr. Miller has served as Chief Investment Officer and Secretary of Cookson, Peirce & Co., Inc since 2006. Prior to joining Cookson, Peirce & Co., Inc in 1987 as a portfolio manager, Mr. Miller was a consultant to small business owners through the Small Business Development Center at Clarion University. After nearly ten years with Cookson, Peirce & Co., Inc, Mr. Miller left to join the Fragasso Group, an investment firm, where he created an in-house portfolio management department. He rejoined Cookson, Peirce & Co., Inc in April 1999 and became an owner in 2002. Mr. Miller graduated from Slippery Rock University with a Bachelor of Science degree in Business Administration with a major in Finance in 1983. Mr. Miller then attended Kent State University and received his M.B.A. with a concentration in Finance and Information Systems. Mr. Miller was awarded the Chartered Financial Analyst designation by the CFA Institute in September of 1991.
Cory Krebs
Portfolio Manager since 12/22/2011
Mr. Krebs has served as President and Chief Executive Officer of Cookson, Peirce & Co., Inc. since 2023 and as a Portfolio Manager since joining the firm in 2003. Previously, Mr. Krebs was an Equity Trader with Laurel Capital Advisors and held positions in the investment industry with Federated Investors Inc. and American Express Financial Advisors. Mr. Krebs pursued his collegiate studies at the University of Pittsburgh, completing a Bachelor of Arts degree in Economics and an M.B.A. degree with a concentration in Finance from the Katz Graduate School of Business. Mr. Krebs was awarded the Chartered Financial Analyst designation by the CFA Institute in October 2007.
Luke O'Neill
Portfolio Manager since 07/23/2019
Luke joined CooksonPeirce in 2018 with 18 years of experience in the investment business. Most recently at Mellon Capital Management, a large institutional investment manager within BNY Mellon, he served as a director on its investment strategy team and head of product development and management. Before that, he served as executive director and head of manager research at Morgan Stanley Investment Management and as vice president and head of manager research at Wilshire Associates. Luke received a B.S. in applied mathematics and an M.S. in organizational leadership from Geneva College and his M.B.A. in finance from Carnegie Mellon University. He holds the Chartered Financial Analyst designation.