Sean Cook serves as the firm’s President and is responsible for client relationship management, business development, and the oversight of firm-wide operations and compliance functions. He is also a member of the firm’s Investment Strategy Team, and previously served as the Chief Investment Officer from 1999 to 2015. Prior to his investing career, Mr. Cook held management consulting roles with Deloitte Consulting and Index Consulting (later CSC Index Consulting), focusing on issues such as organizational design and business process innovation. He also worked as a strategy consultant for Cresap Consulting (now Towers Watson, a global benefits and HR consulting firm) and held programming and technology integration roles with Hewlett Packard and SMS Data Products, where he supported the research and statistics functions of the United States Federal Reserve. Mr. Cook holds an MBA from the Tuck School of Business at Dartmouth College and a B.S. in Business Administration from the University of South Carolina with a dual major in finance and management science.
“Leadership is problem solving”
Charlie Douglas oversees the firm’s planning department and has over thirty years of experience in guiding affluent clients in growing, protecting and transferring their wealth. Mr. Douglas has demonstrable expertise in financial, estate, corporate, tax and charitable planning. The firm’s planning department specializes in comprehensive planning solutions and services for business owners, high net-worth individuals and their families.
Before joining Cedar Rowe Partners, Mr. Douglas held senior positions at the Private Bank at Wells Fargo as well as various law firms and financial planning practices. The author of two books: Awaken the American Dream and Rich Where It Counts, Mr. Douglas has established himself as an expert in values-based planning and strategies for helping high net-worth families pass on a principled legacy.
A board member of the National Association of Estate Planners & Councils (“NAEPC”), Mr. Douglas is the past editor of the NAEPC Journal of Estate and Tax Planning. He is also a member of Georgia’s Fiduciary Law Section Legislative Committee and a board member of the Atlanta Estate Planning Council.
Mr. Douglas holds a Juris Doctorate from Case Western University School of Law, and a Bachelor of Science in Marketing & Business Administration from Miami University. He has also completed significant coursework in the Masters of Laws Tax Program at the University of San Diego.
Mr. Douglas is a frequent lecturer to a number of professional organizations as well as a contributor and commentator to such national publications as the Wall Street Journal, the New York Times, CNBC, Investment News, Kiplinger and Forbes.
Bob Pennington serves as the firm’s Director of Marketing and Business Development and is responsible for the development and implementation of strategic plans for the growth of the firm’s wealth advisory practice. He also serves on the firm’s Investment Committee.
Before joining Cedar Rowe, Mr. Pennington served as President of Buckhead Investment Partners; Managing Director, Business Development and Client Services, at MONTAG; and Managing Director, President and CEO of Willis Investment Counsel. Prior to transitioning to a career in investment and wealth management, he served as Vice President, Institutional Advancement, at Emory University, and was a partner in the Capital Transactions and Real Estate Group at the international law firm of King & Spalding, where his practice of 20 years involved nationally- and internationally-based experience in commercial real estate and capital transactions (including public and private debt and equity financing), corporate law, and related practice areas.
Mr. Pennington holds an Associate of Arts degree from Oxford College of Emory University, a Bachelor of Arts degree with honors from Emory College of Arts & Sciences, an MBA (concentration in corporate finance) from Emory’s Goizueta Business School, and a Juris Doctor degree from Emory Law School. In addition to serving Emory in a variety of volunteer capacities, he serves on the Board of Directors of Athletes for a Better World and is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.