Chris Cooke is the Managing Partner of Cooke Financial Group, a nationally recognized wealth management firm known for its expertise in helping families and institutions preserve and grow long-term wealth. With more than three decades of experience in financial services, Cooke has played a central role in shaping the firm’s strategic direction and expanding its capabilities. He joined Cooke Financial Group in 1992 as Managing Director of Investments and later helped structure the merger that led to the creation of Sanctuary Wealth, which has since become one of the fastest-growing hybrid registered investment advisor platforms in the United States. Cooke is widely regarded as a leading authority in wealth management and has been recognized as a top financial advisor by Forbes, Barron’s, the Financial Times, and Registered Representative. Earlier in his career, he worked as an accountant at Ernst and Young, where he gained foundational experience in auditing, performance monitoring, and risk management.
Chris Cooke Professional Experience / Academic History
Professional Experience
Academic History
RECOGNITIONS
Forbes Best-in-State Wealth Advisors, 2018-2025
Forbes America's Top Wealth Advisors, 2018-2025
Barron's Top 1,200 Advisors, 2010-2016, 2020-2025
Five Star Professional Wealth Manager Award, 2018-2025
AdvisorHub's 150 Advisors to Watch, 2024
Financial Times Top 400 Financial Advisors, 2014-2016, 2019-2021
DESIGNATIONS
Certified Investment Management Analyst, CIMA®
Security Industry Essentials®, SIE®
Inactive Attorney, Indiana State Bar Association
Inactive CPA, Indiana CPA Society
FINRA Series 7, Series 63, and Series 65 licenses
COMMUNITY INVOLVEMENT
Board Member, Conner Prairie Foundation Board of Directors
Member, Penrod Society
Member, Indiana Bar Association
Member, Notre Dame Club of Indianapolis
Member, Holy Spirit at Geist Catholic Church
MEDIA & PUBLICATIONS
Chris has spoken before Barron's Top 100 Financial Advisors, at Pershing’s INSITE Conference, and at the Forbes/SHOOK Top Advisor Summit.
He has been quoted in The Wall Street Journal and the Indianapolis Business Journal along with many other national publications.