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MEMBER PROFILE

 

Anthony Cook

AB

 

Member profile details

Membership level
Tri-State Individual
First name
Anthony
Second name/initial
J
Last name
Cook
Title
Principal, Private Wealth Management
Company
AB
 

CONTACT INFORMATION

City
Westfield
State
New Jersey
 

PROFILE INFORMATION

Call me when
You have a HNW client who needs world class planning and wealth management advice.
Why I/we support XPX
I’m a member to meet business owners and other professionals who work with business owners.
Profession
  • Wealth Manager
Functional Expertise
  • Business development
  • Investments
  • Transaction advisory
Client Industry(ies)
  • Financial Services
  • Manufacturing
  • Retail
Professional Certification(s)
CFA, series 7, 63, 65, 31. MBA in Finance.
In Business Since
1985
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