Chris Cooke Email & Phone Number
Managing Partner @ Cooke Financial Group
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Chris Cooke Location
- Indianapolis, IN, US
Chris Cooke Work
- 1992 -now Managing Partner @
- 1992 -now Independent Business Owner of Cooke Financial Group of Sanctuary Wealth Partners @
- 2016 -now Cooke Financial Group, First Advisory Team, Sanctuary Wealth Founders @
- 2018 -now First Advisory Team @
- 2018 -2021 Board Member @
- 1992 -2016 Managing Director - Investments @
- 1987 -1990 Senior Accountant @
Chris Cooke Education
- Indiana University Robert H. McKinney School of Law
JD (tax law)
1990-1993 - University of Notre Dame
BBA - Acct (Accounting and Finance)
1983-1987 - University of Notre Dame - Mendoza College of Business
BBA - Accounting (Accounting)
Chris Cooke Skills
- Asset-Based Lending
- Financial Planning
- Estate Tax Planning
- Wealth Management Services
- Finance
- Investments
- Management
- Financial Analysis
- Retirement Planning
- Strategic Planning
- Securities
- Mutual Funds
- Mergers & Acquisitions
- Retirement
- Asset Allocation
- Alternative Investments
- Private Equity
- Estate Planning Strategies
- Strategic Investment Planning
- Financial Services
- Leadership
- Wealth Management
- Mergers and Acquisitions
Chris Cooke Summary
- Chris Cooke, based in Indianapolis, IN, US, is currently a Managing Partner at Cooke Financial Group. Chris Cooke brings experience from previous roles at Cooke Financial Group and Sanctuary Wealth. Chris Cooke holds a 1990 - 1993 JD in tax law @ Indiana University Robert H. McKinney School of Law. With a robust skill set that includes Asset-Based Lending, Financial Planning, Estate Tax Planning, Wealth Management Services, Finance and more. Chris Cooke has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Cooke Financial Group Employees
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Fishers, IN, US
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Indianapolis, IN, US
Kevin McCurdy
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Indianapolis, IN, US
Lisa Grimes
Senior Vice President, Wealth Advisor
Indianapolis, IN, US
Amber Patton
Wealth Management Associate
Chicago, IL, US
Adrienne Monka
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Indianapolis, IN, US
Taylor Hall
Director of Marketing
Fishers, IN, US
John Cooke
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Dreama Randolph
Client Associate
Fishers, IN, US
Kat Sheffer
Senior Operations Specialist and Client Navigator
Fishers, IN, US
Alex Marshall
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