Consultant Team 

Our consultants combine investment expertise and a commitment to plan sponsor education

to help our clients fulfill their fiduciary obligations.

With over fifty years of combined industry experience including portfolio management, investment banking, and venture capital, our retirement plan consultants form the core of our service offering.  All senior consultants have obtained the Chartered Financial Analyst® designation and are equity shareholders of the firm.  We have had no turnover at the consultant or managing director level since inception.

Please see our “Executive Bios” for detailed information on our consultants.

 

The Chartered Financial Analyst® Designation

Earning the CFA charter demonstrates a mastery of those skills most necessary for investment analysis and financial decision making. Requiring eighteen hours of exam time and at least four years of qualifying investment work experience, the CFA exam process is a rigorous and globally recognized certification of a charterholder’s commitment not only to investment expertise but also ethical conduct. All Cook Street senior consultants are CFA charterholders, all research professionals at our firm have obtained or are pursuing the charter, and every Cook Street employee is required to abide by the CFA Code of Ethics.

The Morningstar-ASPPA Leadership Award

On March 5, 2010, Cook Street consultant and co-founder, Sean M. Waters, CFA, was awarded the 2010 Morningstar-ASPPA Leadership Award. The award recognizes retirement plan advisors for contributions that exemplify experience and expertise in the retirement plan industry. Sean was selected from over 100 other advisors in the United States who were nominated by their peers and colleagues in the industry.

Fiduciary Education

Our consultants provide continuing fiduciary education to all clients. Our quarterly reports include reviews of legislative and regulatory updates, evaluations of non-traditional retirement plan investments, and industry updates. Clients also receive flash reports on important developments as they happen, and all clients are invited to attend our client-only Fiduciary Essentials Conferences held in Denver, CO.

 

 

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