Fulcrum Partners LLC, with offices in Los Angeles and Newport Beach, recently announced that Thomas Cook, CFA, has joined the office at Newport Beach as Financial Consultant.
Cook holds a Bachelor of Arts degree in Economics from Davidson College, as well as Master’s in Science, Finance and Business Administration from Indiana University. He has almost a decade of experience in the financial industry, which includes working for Florida Municipal Power Agency and Bank of America.
Phil Currie, Managing Director of Fulcrum Partners Los Angeles and Newport Beach, said that Cook is the ideal person for the firm’s offices on the West Coast. He is passionate about working hard and delivering his expertise, and can bring the highest levels of service to the firm’s clients, Currie believes.
Currie added that the firm is rapidly growing as it reinvests itself, while also providing a holistic approach to life and business.
Cook commented that his focus will be to bring his experience and technical expertise to the company. He believes in the firm’s innovative approach in the industry for engaging clients and is looking forward to joining what he considers a forward-thinking and vibrant organization.
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