In his role as Senior Consultant with CapAcuity, Tom Cook leads an internal consulting team in conducting vendor analysis and benchmarking, “cost/benefit” analysis of clients’ funding and hedging strategies, risk management assessments, investment and tax optimization.
He and his team are responsible for recommendations to clients to enhance service levels, reduce vendor fees, maximize funding efficiency, optimize investment results, and mitigate both risk and tax. In addition, Tom and his team provide consulting and analytical support for CapAcuity’s intermediary partners.
Most recently, Tom was a financial consultant with Fulcrum Partners, where he consulted on the design, implementation, funding and communication of non-qualified executive benefit plans for large private and public companies.
Prior to Fulcrum, he held senior financial analyst and senior consultant positions with Newport Group, providing executive benefit plan solutions to plan sponsors. He has also been a private client portfolio consultant with Schwab, and a financial analyst with Bank of America.
Tom earned his bachelor’s degree in economics from Davidson College in North Carolina, and his master’s degrees in business administration (MBA) and finance (MSF) from Indiana University. He is a Chartered Financial Analyst (CFA) and holds Series 6, 7, 63, and 66 registrations.