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.