Senior Consultant

• Apr 2019 - Present

In his role as Senior Consultant with CapAcuity, Tom Cook leads an internal consulting team in conducting vendor analysis and benchmarking, funding and hedging evaluation, risk management and tax analysis. He and his team make recommendations to enhance service levels, reduce vendor fees, maximize funding efficiency, and mitigate both risk and tax. In addition, Tom and his team provide consulting and client support for CapAcuity’s intermediary partners, as well as creating presentations about plan financing to company boards and committees. 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.

Financial Consultant

• Dec 2017 - Apr 2019

Tom Cook, Financial Consultant Fulcrum PartnersNewport Beach, CALeadership and technical skills define Thomas Cook, CFA. From his days as a starting quarterback for Division I Davidson College, to his precision and acumen in designing and delivering comprehensive and integrated retirement plan solutions, Tom is there to call the right play and ensure your organization’s success. Prior to joining Fulcrum Partners Newport Beach, Tom spent nearly a decade as a Senior Consultant and Financial Analyst working with nonqualified plan sponsors, and also held positions as a Portfolio Consultant for Schwab Private Client Investment Advisory and Financial Analyst or Senior Analyst for Bank of America, Florida Municipal Power Agency, and others.REGISTRATIONS//LICENSES//CERTIFICATIONSSeries 6Series 7Series 63Series 66CFA Charter Chartered Financial Analyst® (CFA)

Senior Consultant

• Jun 2014 - Nov 2017

Portfolio Consultant

• Jan 2014 - Jun 2014

Financial Analyst II - Risk Management

• Jul 2007 - Dec 2007

Financial Analyst

• Dec 2006 - Jun 2007