Nancy Cook

Nancy Cook is a Portfolio Manager at Clearstead based in Cleveland, Ohio, with over 16 years of investment management experience. In her current role, she is responsible for managing investment portfolios for both individual and institutional clients, focusing on delivering objective financial advice and tailored asset allocation strategies in line with Clearstead's fiduciary standards.

Her expertise spans portfolio construction, manager due diligence, and asset allocation, with a focus on traditional asset classes such as equities, fixed income, and balanced portfolios for high-net-worth individuals and family offices. Nancy previously served as Portfolio Manager at RAV Financial Services and advanced from Senior Associate to Portfolio Manager during her tenure at Clearstead, underscoring her depth of experience in the wealth management sector.

Nancy holds an MBA in Finance from Case Western Reserve University's Weatherhead School of Management and a BS in Accounting from the University of Florida's Warrington College of Business. She is recognized for her diligence in meeting client objectives, her collaborative approach, and her commitment to enhancing portfolio performance and client satisfaction throughout her career.