James Cook

Portfolio Manager-Equities at

Matco Financial, Inc.

Consumer Services

Finance

Profile

Mr. James Cook, CFA, is a Portfolio Manager at Matco Financial, Inc. He joined Matco in 2022.
With over 10 years of experience servicing individual and institutional clients, his breadth of experience includes both investment and wealth management.
He is the lead Portfolio Manager for the Matco Global Equity Fund and a member of the Global Equity working group.
He holds a position on the Matco Investment Committee and is a contributing member of the Asset Mix Committee.
Mr. Cook began his career with ATB Financial, working with individual and institutional clients.
Then, he worked as a broker in the North American oil market, helping clients trade physical oil and manage financial hedging programs before joining Matco.
He received his Bachelor of Commerce degree from the University of Calgary.

James Cook active positions

Companies	Position	Start
Matco Financial, Inc. Matco Financial, Inc. Investment ManagersFinance Matco Financial aims to provide a holistic understanding of investment opportunities, mitigate unnecessary risks and construct investment strategies aligned with the?long-term objectives of their clients. The firm focuses on bottom-up analysis, ensuring an investment is scrutinized for its potential value and growth.	Portfolio Manager-Equities	01/09/2022

All active positions of James Cook

Training of James Cook

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of James Cook's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	2
University of Calgary University of Calgary Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Matco Financial, Inc. Matco Financial, Inc. Investment ManagersFinance Matco Financial aims to provide a holistic understanding of investment opportunities, mitigate unnecessary risks and construct investment strategies aligned with the?long-term objectives of their clients. The firm focuses on bottom-up analysis, ensuring an investment is scrutinized for its potential value and growth.	Finance

See company connections