Norm Cook serves as President and Chief Executive Officer of WEALTHSTONE ADVISORS and is a member of the firm’s Investment Committee. Dedicated to WEALTHSTONE’s vision of building client portfolios that reach their full potential, Norm is passionate about identifying customized strategies that can enable institutional and individual investors to achieve their long-term goals.
President & CEO
A graduate of Grand Valley State University, 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.
Most recently, Norm held the role of institutional consultant at Graystone Consulting. Norm’s distinguished career has instilled in him a continuous drive to improve and enhance our investor experience.
Norm is the proud father of three daughters, and together they actively engage in various ministries supporting inner city renewal and youth development.
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– Norm Cook