“Leadership is problem solving.”

Colin Powell

Sean Cook

Managing Partner, Chief Investment Officer, Chief Compliance Officer

Sean Cook serves as the firm’s Managing Partner, Chief Investment Officer and Chief Compliance Officer.  As such, he oversees firm-wide operations, portfolio management and compliance functions.  He also chairs the firm’s Investment Committee and manages several larger client relationships.  Sean is a past member of Schwab Advisory’s Technology Board.

Prior to his career in wealth management, Sean held management consulting roles with Deloitte Consulting and Index Consulting (later CSC Index Consulting), focusing in areas such as financial management, 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.  Sean holds an MBA from the Tuck School of Business at Dartmouth College, and a Bachelor of Science degree in Business Administration from the University of South Carolina with a dual major in finance and management science.  While at the University of South Carolina he was elected to membership in The Phi Beta Kappa Society. 

Lauren Forster

Vice President - Wealth Planner

Lauren Forster is a financial planner working with high net worth individuals to achieve their financial goals.  Lauren helps clients to be able to make better more well-informed financial decisions.  Lauren is versed in the areas of retirement and cash flow planning, asset allocation, estate planning, and wealth transfer and legacy planning.  Lauren spends time understanding client’s goals and objectives, analyzing their current situation, and providing observations, feedback, and education on areas for improvement.

Prior to joining Cedar Rowe, Lauren spent 7 years as a Wealth Planner at Wells Fargo Private Bank creating and implementing customized wealth plans for high net worth individuals and their families.  Lauren also spent over two years as a senior tax accountant with Ernst & Young, LLP.

Lauren has her Bachelor’s and Master’s degree in Accounting, with a specialization in taxation, from the University of Florida.  Lauren holds her Certified Public Accountant license in the states of Florida and Georgia.  Lauren is a member of the Georgia Society of CPAs and the American Institute of Accountants.

Lauren enjoys a robust family life with her husband, Chad, and three children—Grant, Ben, and Isabelle.

Matt Tiffany

Director of Investment Research | Advisor

As Director of Investment Research | Advisor, Matt brings in-depth knowledge of capital markets, investment strategies, and portfolio risk management to help provide institutional quality portfolio management services to Cedar Rowe’s clients. In that role and as a member of Cedar Rowe’s Investment Committee, Matt is responsible for portfolio strategy, ongoing due diligence, and providing insights and recommendations to the firm’s Investment Committee and clients.

In addition to directing investment research, Matt also works with Cedar Rowe’s financial planning team to develop planning strategies for business owners, executives, and their families. This blend of services helps fold together complex financial planning issues that are faced by high-net worth families and managing investment portfolios that are tailored for their specific needs.

Prior to joining Cedar Rowe Partners, Matt was a Senior Associate with HA&W Wealth Management, the Wealth Management arm of Habif, Arogeti & Wynne LLP (now HA&W Aprio), where he helped provide portfolio management and financial planning services for high-net worth business owners and executives. Working internally with the firm’s CPA Partners, Matt was focused on collaborating with clients’ professional advisory team to help produce integrated portfolio management and financial planning solutions. Matt also previously worked as an Advisor at Integrated Wealth Solutions of Raymond James and AXA Equitable providing investment management, planning, and insurance consulting services.

Matt is currently pursuing a Masters of Business Administration Degree at the University of Georgia’s Terry College of Business and holds dual B.S. Degrees in Finance and Marketing from the University of Central Florida. Matt is a CFP® practitioner and is currently enrolled in the CFA® Program.

Matt and his wife Melissa currently reside in Dunwoody, GA with their two dogs. Matt and Melissa spend their spare time traveling and enjoying the numerous outdoor activities that North Georgia and the Greater Atlanta Area offers.

Kerry Gordon

Operations Manager

Kerry Gordon is the firm’s operations manager. With an exceptional combination of organizational and people skills, she works closely with other members of the Cedar Rowe management team to direct, manage and oversee firm level projects that impact firm success, team performance and client experience. She also supports the firm’s chief compliance officer to ensure Cedar Rowe’s compliance with legal and regulatory mandates.

Kerry has over 15 years in the financial services industry. Prior to joining Cedar Rowe, she was a Regional Marketing Director at Northern Trust Bank, as well as a Client Associate at American Express.

Kerry is a graduate of Florida State University. She is an avid sports fan, especially football and tennis.

Lee Earhart

Senior Portfolio Operations / Lead Trader

As the firm’s chief portfolio operations contact and lead trader, Lee works with clients and their Cedar Rowe advisors to implement portfolio decisions through trading and cash management. One of his primary functions is to monitor portfolios on a daily basis for account activity and changes in market values to ensure that the desired portfolio allocation targets are maintained. He also assists clients with custodial account paperwork such as account applications, account transfers and Required Minimum Distributions.

Lee has been in the securities industry for over 20 years. He started his career with Robinson-Humphrey in Atlanta where he acquired his Series 7 and Series 63 licenses. From there, Lee worked briefly for Dunwoody Brokerage Services before finally finding a home with Cedar Rowe Partners.

A graduate of the University of Georgia, Lee is an avid Bulldogs fan. He and his wife, Meg, also enjoy travel, amusement parks, movies and spending time with each other. They live in Lawrenceville with their two cats. Lee is blessed to be able to take care of his mother who also lives with them.