Thomas Cooke, CFA, CRPS, is the Associate Director of Workplace Wealth Solutions within Retirement Plan Services at UBS, a position held since 2021. Previously, they served as a Retirement Plans Advisor and Associate Advisor at Chernoff Diamond from 2016 to 2019, followed by a role as an Investment Consultant at USI Consulting Group from 2019 to 2021. Thomas holds a Bachelor's degree in Economics and English from Georgetown University, where they studied from 2009 to 2013, and a High School Diploma from Chaminade High School, earned in 2009.
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