ABOUT US

Our beliefs center around fulfilling our fiduciary responsibilities to our clients and treating others as we would like to be treated ourselves. From our mission to our vision to our values, our role is to help clients live their lives richly versus just getting rich.
Cooper Bricks
Cooper Bricks, CFA Business Development Analyst

Cooper is the Business Development Analyst for ViaWealth, focused on financial analysis and valuation work in support of the business development efforts of the firm.

Prior to joining ViaWealth, Cooper spent two years on the M&A team at Goldman Sachs – Personal Financial Management (GSPFM), previously United Capital, where he helped develop the GSPFM acquisition model for the newly integrated business. With experience in wholesaling and investment sales, Cooper is able to marry his technical skillset with a passion for building relationships and helping lead our strategic partners through the ViaWealth deal process.

Cooper is a CFA charterholder and currently holds his Series 7 & 63 FINRA Licenses. Cooper and his wife, Hollie, reside in Orange County, CA with their young son Brady. When time allows, you can find him on the driving range in the never-ending quest for a scratch handicap.