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.