Noyes Attracts $1.7 Billion Advisory Team Cooke Financial Group

Partnership Validates Noyes’ Ability To Empower Advisor Success

Chris and Brian Cooke

CHICAGO, IL, November 18, 2016—Noyes, a 108-year-old employee-owned wealth management and investment banking firm, announced today the addition of Chris and Brian Cooke, and the entire Cooke Financial Group [“CFG”] to its wealth management group.

Founded in 1969 and based in Indianapolis, IN, CFG provides investment consulting, financial planning and wealth management services to high-net-worth individuals and families, not for profit organizations, institutional clients, retirement plans and trusts.

Led by award-winning advisors Chris and Brian Cooke, the firm’s team boasts more than two centuries of collective licensed financial services experience and is comprised of Certified Investment Management Analysts, Certified Financial Planners, a non-practicing Certified Public Accountant and attorneys, as well as senior institutional portfolio managers. The firm currently advises assets in excess of $1.7 billion.

Mark Damer, President and CEO of Noyes, explained that Chris and Brian are joining the firm as partners, while opening the firm’s largest branch. This partnership solidifies CFG’s ability to extend services to its current clients, and expand investment decisions. The union of Cooke and Noyes strongly enhances the momentum of Noyes’ recruiting effort and exemplifies how Noyes’ client-centric culture, operational expertise and robust practice management are significant attractors for wire-house refugees and independent advisors alike.

“We are honored and thrilled to partner with such a prestigious and sophisticated advisory team. This is a highly strategic merger and an ideal cultural fit between two successful firms,” said LH Bayley, Chairman of the Noyes Board of Directors. “The partnership will primarily empower Cooke to do more for their clients and concurrently attain a series of key strategic goals. These include: expanding family office capabilities, offering clients additional investment opportunities leveraging Noyes Capital Markets’ capabilities and expertise, while boosting growth by acquiring firms or teams with complementary offerings.”

“Because the culture and vision of our firms are so perfectly aligned, it made perfect sense to join forces. CFG was founded on our aspiration to deliver independent, integrated and comprehensive wealth management advice and planning solutions to the families we serve,” stated Chris Cooke. “Merging with Noyes will enable us to eliminate the conflict of interest that may arise by being associated with a wirehouse, gain access to a wider selection of investment products, and serve more affluent clients.”

“The ultimate beneficiary of our decision to join forces with Noyes are our clients. As owners of an independent advisory firm, we have greater flexibility to communicate directly with our clients, and offer them customized portfolio planning and management solutions,” declared Brian Cooke. “Equally important is our ability to be true entrepreneurs and guide our firm and manage our team in full autonomy. Noyes is a firm built by advisors for advisors.”

Over the past twenty-five years, Cooke’s principals have received countless media recognitions for their exemplary dedication to client service and performance. These include:

Financial Times
2016, 2014, 2013 – Top 400 Financial Advisors

2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, and 2004
Top 100 Advisor, Top 1000 Financial Advisors, Top 1,200 Advisors and Top 10 Advisors in Indiana

RegisteredRep Magazine – 2007 Outstanding Advisor Award – Nation Top 10 Chris Cooke

OnWallStreet Magazine – 2006 Top Advisors Under 40 – #12 Brian Cooke

Research magazine/The Winner’s Circle
2005, 2006, 2007, 2008 Top-Ranked Advisor Teams in America

Five Star Wealth Manager – 2015, 2014, 2013, 2012

Indy’s Best and Brightest, Winner Banking/Finance – 2007 Brian Cooke

Indianapolis Business Journal—2006, 40 Under 40 Hall of Fame – Brian Cooke