(561) 771-8077

contact@optimistcap.com

Alexander R Cooke

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Alexander R. Cooke

Managing Director

Registered Investment Adviser

Chartered Financial Analyst (CFA) Level II Candidate

Fairfield University B.S. Finance & Accounting

FINRA Licenses 7, 24, 63, 65

Florida Board of Certified Public Accountants approved provider for CPE Credits in Investment Management

Investment Experience: 20 years

 

Fairfield Bush & Co. 2005-2017

  • Director of Portfolio Management

Management/Phoenix Cos., 2002-2004

  • Head Fixed Income Trader, Main Street

Mutual Inc., 1998-2002

  • Retirement Plan Administrator & Registered Rep

Outside Activities:

  • Executive Trustee - Palm Beach North Chamber of Commerce
  • Venice Lacrosse Director of Finance

Alexander lives in Juno Beach, Florida, with his wife of 8 years, Bianca, young son Liam, cocker spaniel - Ladybird, Jack Russell Terrier – Marley and cat - Stella. 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.