Claire Cooke

Wealth Advisor

Claire Cooke joined the Cooke Financial Group in August 2023 and is the second “Third Generation” family member to join the team.

Prior to joining the Cooke Financial Group, Claire worked as a Registered Client Service Associate for Morgan Stanley Private Wealth Management in Chicago, where she obtained her Series 7 and Series 66 licenses. She worked with ultra-high net worth individuals and families, with a focus on corporate executives and private business owners. Claire gained valuable experience in trust & estate planning, corporate stock plans & concentrated equity diversification, and tax-efficient investing.

Claire also had relevant internship experience, working with the Endowments & Foundations group at Alliance Bernstein and as an analyst for Birge & Held, a local private real estate firm, which expanded her knowledge and interest around institutional and alternative investing. She graduated from the University of Notre Dame in 2019 with a B.A. in Finance where she was an active member of the Notre Dame Institute for Global Investing, the Wall Street Club, and the Student International Business Council.

Claire is a problem solver, and she enjoys analyzing complex family balance sheets and working with the clients to provide a customized solution best suited for their goals and objectives. She is an avid golfer and enjoys tennis and snow skiing. In her free time, she loves to travel, cook, and spend time with friends and family. Claire looks forward to serving clients for generations to come.

Education

• B.A. in Finance – University of Notre Dame

Licenses

• Series 7 – The Series 7 is an exam and license that entitles the holder to sell all types of securities products except commodities and futures. The Series 7 exam covers topics on investment risk, taxation, equity and debt instruments, packaged securities, options, and retirement plans.
• Series 66 – The Series 66 is an exam and license that entitles the holder to legally act in the capacity of investment advisors or wealth/asset managers.