CONFERENCE SPEAKERS

 

George Cook

Institutional Consulting Director, Graystone Consulting

 

George Cook is an Institutional Consulting Director with Graystone Consulting, where he is responsible for setting strategic policy and determining the team's big picture economic and investment view. He also handles portfolio optimization and investment manager selection, and provides a quarterly capital markets conference call for clients and industry insiders.

 

George has worked in the financial industry for 36 years. In 1997, George earned his Certified Investment Management Analyst designation at the Wharton School of the University of Pennsylvania. He attained the Alternative Investments Director designation in 2014 and the Accredited Investment Fiduciary Designation in 2009. He is a member of the Investment Management Consultants Association and has served on the board and on the Best Practices committee of the Association of Professional Investment Consultants.

 

In 2011, Registered Rep magazine awarded George the "Altruism Award: Advisors with Heart," honoring advisors who exemplify the highest standards of professionalism and are active in charitable giving and mentoring. In 2016 and 2017, George was recognized as one of Barrons Top 30 Institutional Consultants nationwide.

 

He speaks frequently at conferences for various associations, including Healthcare Financial Management Association, Association of Professional Investment Consultants, and Property Casualty Insurers Association of America, to name a few.

 

George is passionate about community service, particularly issues of justice and poverty, and has made regular humanitarian trips to Cuba. He volunteers for a number of nonprofit agencies, including Bright Hope International, International Justice Mission and Willow Creek Community Church.

 

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