Executive Biographies

Cook Street is 100% employee owned, with no affiliated companies or joint-ventures.

Sean M. Waters, CFA

Sean M. Waters, CFA

Managing Director, Co-Founder

Sean is a consultant at Cook Street. He has been with the firm since 1999 and is a member of our Investment Committee which provides portfolio and menu recommendations to all clients. Sean holds a BA from the University of Colorado at Boulder. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Institute and the CFA Society Colorado. In 2010, Sean was the recipient of the Morningstar-ASPPA 401(k) Advisor Leadership Award for his work in the investment consulting industry “exemplifying innovation, industry expertise, client service, and mentorship.” Prior to starting Cook Street, Sean was an institutional portfolio manager for Scudder Kemper Investments in San Francisco specializing in managing fixed income assets for prominent insurance companies. He began his career at Crédit Lyonnais in New York as a proprietary bond trader. Outside of his business activities, Sean serves on the Board of Invest In Kids, a Colorado non-profit organization, and is a past President of the Alumni Board of Graland Country Day School as well as a past member of the advisory board for The Ricks Center for Gifted Children.

Karen M. Robinson, CFA

Karen M. Robinson, CFA

Managing Director, Co-Founder

Karen is a consultant at Cook Street. She has been with the firm since 2002 and is a member of our Investment Committee which provides portfolio and menu recommendations to all clients. Karen holds a BS in Business Administration (Finance) from the University of Colorado at Boulder where she graduated with distinction. She has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Institute and the CFA Society Colorado. Karen is also an active member of the National Association of Government Defined Contribution Administrators (NAGDCA). Prior to starting Cook Street, Karen was an institutional portfolio manager and analyst with Ocean Fund Advisors, LLC (Santa Monica, CA) where she specialized in general market research, portfolio analytics and risk management. Preceding this, she was an Associate Vice President for Roxbury Capital Management, LLC (Santa Monica, CA). At Roxbury, Karen worked in the Private Client Group on portfolio analysis and performance measurement. Karen’s experience also includes two years as a Senior Analyst with Monticello Associates, an institutional investment consultancy.

Lindsey C. Levison, CFA

Lindsey C. Levison, CFA

Managing Director

Lindsey is a consultant at Cook Street. She has been with the firm since 2004 and is a member of our Investment Committee which provides portfolio and menu recommendations to all clients. Lindsey holds a BS in Business Administration (Finance) from the University of Colorado at Boulder where she graduated with high distinction. She has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Institute and the CFA Society Colorado. Lindsey began her career with the firm soon after its inception. Lindsey is also an active member of the National Association of Government Defined Contribution Administrators (NAGDCA).

Patrick J. Smith, CFA

Patrick J. Smith, CFA

Managing Director, Chief Investment Officer

Patrick is a consultant at Cook Street and serves as our Chief Investment Officer. He has been with the firm since 2009 and is a member of our Investment Committee which provides portfolio and menu recommendations to all clients. Patrick holds a BS in Business Administration (Finance) from the University of Colorado at Boulder where he graduated with distinction. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Institute and the CFA Society Colorado where he serves as a member of the CFA CO Advocacy Council. Prior to joining Cook Street, Patrick was with Tomorrow Ventures (and its subsidiary) in Denver, Colorado and Palo Alto, California. Tomorrow Ventures is a venture capital firm targeting investments in revolutionary technology, media, entertainment, and consumer-related businesses where Patrick served on the advisory boards of various startup and mid-stage organizations. Prior to Tomorrow Ventures, he worked in the strategic advisory department of Gleacher Partners in New York, analyzing mergers, acquisitions, leveraged buyouts, and financing alternatives for various multi-national clients.

Scott M. McIntosh

Scott M. McIntosh

Chief Financial and Operating Officer

Scott oversees all financial and operational aspects of Cook Street, including strategic growth and planning. He also oversees Cook Street’s compliance program and has been with the firm since 2006. Prior to joining Cook Street, Scott was with TMA Ventures, an early stage start-up consulting and venture capital group with investments in biotechnology, consumer devices, alternative and renewable energy, and construction. While at TMA, Scott managed all aspects of the portfolio companies’ investments and operations, lead the evaluation and analysis of potential investment opportunities, and determined and executed the exit strategies for the portfolio companies. Before TMA Ventures, Scott was with Green, Manning & Bunch, an investment bank in Denver, Colorado specializing in mergers and acquisitions and private placements of debt and equity. While at GMB, Scott handled numerous mergers and acquisitions, private placements of equity, senior debt and subordinated debt, leveraged recapitalizations, fairness opinions, and valuations for many industries including: healthcare, manufacturing/distribution, services, technology, software, tourism, and construction, and infrastructure. Scott holds a Bachelor of Arts in Economics from the University of Colorado at Boulder.