(561) 771-8077


Alexander R Cooke


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
  • Venice Lacrosse Director of Finance
  • Licensed Foster Parent State of Florida
  • Approved Florida Accountant CPE Provider in Wealth Management

Alexander lives in Juno Beach, Florida, with his wife of 9 years, Bianca, young son Liam, his two dogs Mimo & Ladybird and two cats Stella & Tiger. 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.