Philp Cook

Phil Cook, Director, Private Client Services, SRS Capital Advisors

Phil Cook, CFA,®

DIRECTOR OF CLIENT SERVICE

PCook@srscap.com
(303) 633-5900

PHIL COOK IS A DIRECTOR OF CLIENT SERVICE AT SRS CAPITAL ADVISORS.

At SRS, Phil works with high net worth families and individuals creating and implementing custom investment plans designed to ensure they reach their financial goals. Phil joined SRS in 2021. Prior to joining SRS, Phil worked for outsourced chief investment officer firm as a client portfolio manager, working with high net worth individuals, endowments, and foundations. Phil was responsible for implementing and communicating the firm’s investment strategy across his client base. Phil began his career as a mutual fund accountant at SEI Investments Company.

Phil holds a B.S. in Economics from Pennsylvania State University. He is a CFA® Charterholder and a member of the CFA Institute of Philadelphia. Phil lives in Wayne, Pennsylvania with his wife and 3 children.