Bio
Claire Cooke joined Cooke Financial Group in August 2023 and is the second “Third Generation” family member to join the team. Growing up in a family of wealth advisors, Claire saw early on how financial decisions can affect long-term goals and outcomes. She learned that disciplined investment choices, tax planning, and trust & estate planning, especially during pivotal moments like market downturns or major life transitions, can meaningfully alter a client’s financial trajectory.
Claire works with young professionals and high net worth families and individuals. She helps clients organize their financial picture and create long-term plans. Her goal is to help clients make confident decisions about investing and protecting their families.
Prior to joining Cooke Financial Group, Claire worked as a Registered Client Service Associate for Morgan Stanley Private Wealth Management in Chicago. 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 in institutional and alternative investing. She graduated from the University of Notre Dame in 2019 with a B.A. in Finance.
Professional Background
