![Terry Cook](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Terry Cook
Algemeen Directeur bij Parcion Private Wealth LLC
Profiel
Mr. Terrance L.
Cook is a Chief Executive Officer & Managing Partner at Parcion Private Wealth LLC.
He designed Parcion Private Wealth as the next step in an evolutionary process of delivering world-class, family office style services to entrepreneurs, especially first-generation wealth creators.
Mr. Cook was previously employed as a Managing Director by UBS Financial Services, Inc. and a First Vice President of Investments by Merrill Lynch, Pierce, Fenner & Smith, Inc.
He received his undergraduate degree from the University of Oregon.
He has earned the designations of Certified Financial Planner and Certified Investment Management Analyst.
Actieve functies van Terry Cook
Bedrijven | Functie | Begin |
---|---|---|
Parcion Private Wealth LLC
![]() Parcion Private Wealth LLC Investment ManagersFinance Parcion Private Wealth LLC (PPW) is an independent registered investment adviser and wealth management firm founded in 2019. Headquartered in Bellevue, Washington, the firm provides investment advisory services to individuals, trusts, estates, corporations and business entities. | Algemeen Directeur | 01-09-2019 |
Eerdere bekende functies van Terry Cook
Bedrijven | Functie | Einde |
---|---|---|
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01-10-2019 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01-07-2002 |
Opleiding van Terry Cook
University of Oregon | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 3 |
---|---|
Parcion Private Wealth LLC
![]() Parcion Private Wealth LLC Investment ManagersFinance Parcion Private Wealth LLC (PPW) is an independent registered investment adviser and wealth management firm founded in 2019. Headquartered in Bellevue, Washington, the firm provides investment advisory services to individuals, trusts, estates, corporations and business entities. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |