Miles Cooke

CFA®

Director

  • Shareholder

Miles Cooke is a Director and shareholder at Pathstone. Miles is responsible for sourcing and diligence of new investment opportunities, as well as ongoing investment monitoring. He has over a decade of investment experience and focuses primarily on alternative investment strategies including hedge funds, private equity, venture capital, distressed municipal bonds, and commodities. In addition, Miles interacts with clients to educate them on Pathstone’s research process and their portfolio of investments.

Miles joins Pathstone from Crestone Capital. In 2015, Miles established Crestone’s Bay Area office to expand Crestone’s network in the financial hub of the West Coast. Prior to Crestone, Miles was a project manager at IHS Markit in Boulder, CO. In this role, he managed client relationships with several leading international brokerage firms and was responsible for directing internal teams of engineers to deliver new customer-facing market research and trading products. Before his role at IHS Markit, Miles was an intern at BlackRock Alternative Advisors in Seattle, WA, responsible for assisting with hedge fund manager research.

Miles received his Bachelor of Science in business administration, with an emphasis in finance, from the University of Colorado Boulder. Miles was an NCAA Division I student-athlete on the University of Colorado Ski Team from 2004-08 and was a team captain of the 2006 NCAA championship team. He is a CFA® charterholder.

Miles serves as a Limited Partner Advisory Committee member or observer for multiple funds. He is a member of both CFA® Institute and CFA® Society Colorado.

Group

Advisory Services

- Investment Research

Certification

CFA®

Offices

Boulder, Colorado

Denver, Colorado

Contact & Locations

Miles Cooke is a Director and shareholder at Pathstone. Miles is responsible for sourcing and diligence of new investment opportunities, as well as ongoing investment monitoring. He has over a decade of investment experience and focuses primarily on alternative investment strategies including hedge funds, private equity, venture capital, distressed municipal bonds, and commodities. In addition, Miles interacts with clients to educate them on Pathstone’s research process and their portfolio of investments.

Miles joins Pathstone from Crestone Capital. In 2015, Miles established Crestone’s Bay Area office to expand Crestone’s network in the financial hub of the West Coast. Prior to Crestone, Miles was a project manager at IHS Markit in Boulder, CO. In this role, he managed client relationships with several leading international brokerage firms and was responsible for directing internal teams of engineers to deliver new customer-facing market research and trading products. Before his role at IHS Markit, Miles was an intern at BlackRock Alternative Advisors in Seattle, WA, responsible for assisting with hedge fund manager research.

Miles received his Bachelor of Science in business administration, with an emphasis in finance, from the University of Colorado Boulder. Miles was an NCAA Division I student-athlete on the University of Colorado Ski Team from 2004-08 and was a team captain of the 2006 NCAA championship team. He is a CFA® charterholder.

Miles serves as a Limited Partner Advisory Committee member or observer for multiple funds. He is a member of both CFA® Institute and CFA® Society Colorado.

Offices

Scottsdale, AZ

Contact & Locations

Los Angeles, CA

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Lakewood, CO

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Alexandria, VA

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Maryland

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Naples, FL

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Street view of Winter Park Florida Pathstone Office

Winter Park, FL

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Atlanta, GA

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Boston, MA

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Englewood, NJ

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Aerial view of New York City

New York, NY

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Providence, RI

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Austin, TX

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Bellevue, WA

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Seattle, WA

Contact & Locations