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contact@optimistcap.com

Alexander R Cooke

Alexander Cooke Wealth Manager Portfolio Manager Investment Adviser FInancial Advisor

Alexander R. Cooke

Managing Director

Registered Investment Adviser

Chartered Financial Analyst (CFA) Level II Candidate

Fairfield University B.S. Finance & Accounting

Investment Experience: 20 years

Fairfield Bush & Co. 2005-2017

  • Director of Portfolio Management

Phoenix Cos., 2002-2004

  • Head Fixed Income Trader

Mutual Inc., 1998-2002

  • Retirement Plan Administrator & Registered Rep

Outside Activities:

  • Executive Trustee - Palm Beach North Chamber of Commerce
  • Licensed Foster Parent State of Florida
  • Approved Florida Accountant CPE Provider in Wealth Management

Alexander lives in Juno Beach, Florida. When not working with clients, you may find him on the Lacrosse field, golf course, or open ocean. He is a lifelong sailor having competed to the highest levels in various sailboats.