Norm Cook, WEALTHSTONE ADVISORS’ President & CEO, is participating in the upcoming 4th Annual Private Wealth Forum in Columbus, Ohio. This closed door, invitation-only event is designed to bring together more than 75 capital allocators and wealth managers from the area for a day of learning, networking and sharing.

Norm purposefully opted to speak at the “opening bell” to kickoff the event when attendance is high and attendees are fresh to receive new ideas and consume information. Norm is eager to showcase the capabilities, depth of knowledge and market savviness from the WEALTHSTONE team and the comprehensive ARMADA reporting vehicle

This is the second time WEALTHSTONE is participating with this event.

Connect with Norm before the event on LinkedIn or via email at 

Norm started his career with IBM Corporation, and then moved on to serve as a portfolio manager for Crestwood Asset Management.  Norm later led Banc One / JP Morgan’s Institutional Investment Group, where he oversaw a team responsible for advising over $250 billion in assets. He also served as Director at One Group Global Funds and Director of JPMorgan Asset Management (UK) Limited; and was on Banc One’s Investment Advisors’ Board of Directors; its Investment Policy Committee and Investment Management Group Risk & Policy Committee; on Banc One Trust Company’s Board of Directors; and on One Group Asset Management’s (Ireland Ltd) Board. Norm also served as a director of Advantage Bank and CAMCO Financial Corp, and was a member of YFC’s Board of Directors and the Cushman Foundation’s Board of Directors. Norm’s distinguished career has instilled in him a continuous drive to improve and enhance investor experience.

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