angle-left null W. Charles Cook, CFA
W. Charles Cook, CFA

W. Charles Cook, CFA

Senior Investment Strategist

  • 27 Years with the firm
  • 33 Years of industry experience

Chuck is a senior investment strategist focused on the US Large Cap Value Equity, US Large Cap Core Equity, Global Core Fixed Income and Core Plus Fixed Income product suites. He is involved in the investment teams’ daily activity. He is responsible for communicating investment strategies to clients, prospective clients and consultants, serving as a critical interface between client- facing staff and the investment teams. Chuck also manages the option-writing strategy utilized in selected US Large Cap portfolios. His investment acumen is fueled by years spent analyzing and managing derivatives including options, futures, forwards and swaps on equities, fixed income, currencies and commodities.

Previously, Chuck spent over 20 years at Standish where he was head of the global/international fixed income team and lead portfolio manager. He was also a global fixed income research analyst focused on developed fixed income markets, currencies and derivative strategies. Chuck has been in the investment industry since 1986.

Chuck earned a BS in business from Lehigh University and an MBA with a concentration in finance from Northeastern University. He holds the CFA® designation and is a member of the CFA Institute.

Experience listed may include partial year periods.