J. Christopher Cooke

Board Member, Principal & Senior Institutional Consultant, Cooke Financial Group

Chris has been an integral part of the evolution of Cooke Financial Group, from his own introduction in 1992 as Managing Director of Investments, to the 2016 merger that launched Sanctuary Wealth, now one of the fastest-growing hybrid RIAs in the country. Cooke Financial Group became the inaugural team on Sanctuary’s exclusive Partnered Independence℠ platform, and Chris continues to serve on the Board of Directors. Prior to joining Cooke Financial Group, Chris was an accountant at a national financial services firm. His experience in auditing and performance monitoring was instrumental as the team continuously developed their service capabilities. Today, Chris’ expertise in concentrated in wealth management, retirement planning and estate planning. A non-practicing CPA and attorney, Chris is a member of the Indiana Bar Association. He also holds the professional designation Certified Investment Management Analyst (CIMA®), a Bachelor’s degree in Accounting from the University of Notre Dame, and a Juris Doctorate with a focus on tax law from the Indiana University Law School in Indianapolis. Throughout his 30-year career, time and again Chris has been named by national publications like Forbes, Financial Times and Registered Representative magazine as one of the leading advisors in the country. He is also a sought-after subject matter expert, having spoken before the Barron’s Top 100 Financial Advisors and quoted in The Wall Street Journal and the Indianapolis Business Journal. Chris has also been named the #1 top-rated advisor in the State of Indiana by Forbes. Chris is a history buff and for over 20 years has been actively involved with Conner Prairie, an interactive history museum affiliated with the Smithsonian. He is currently Chairman of the Conner Prairie Foundation Board of Directors and, in his local community of Fishers, Indiana, he is a board member at St. Vincent Carmel Hospital. Chris enjoys waterskiing, tennis and horseback riding. He and his wife Elizabeth have three grown children.

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Pershing Transition PDFs

Pershing Program Pershing Dreyfus Fund Comparison Prospectus – Administrative Shares Prospectus – Institutional Shares Prospectus – Dreyfus Cash Management Funds Prospectus – Dreyfus Cash Management Funds Pershing Customer Fees