Alexander Cooke
Founder & CEO
Registered Investment Adviser
Chartered Financial Analyst (CFA) Level II Candidate
Fairfield University B.S. Finance
Background
Fairfield Bush & Co., Director of Portfolio Management 2005-2017
Phoenix Cos. Main St. Management, Fixed Income Trader 2002-2004
Oldham Resource Group, Registered Rep 1998-2002
Outside Activities
Mayor, Juno Beach Florida
Executive Trustee – Palm Beach North Chamber of Commerce
Licensed Foster Parent – State of Florida
Approved CPA Continuing Education Provider in Wealth Management
Alexander lives in Juno Beach, Florida. When not working with clients, you may find him on the Lacrosse field, in the Ice Rink, or on the open ocean. He is a lifelong sailor, Lacrosse player & Hockey player having competed at some of the highest levels in each.
Email Alexander
561-771-8077
