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Investment Consultant

Thomas Cooke is an Investment Consultant with USI Advisors Inc. He is responsible for developing, implementing and monitoring investment strategies for defined contribution plans and regularly meets with client sponsors to guide them through a disciplined review of plan investments.

Thomas assists businesses in preparing their employees for retirement. He also helps clients understand the complexities of the financial markets.

Thomas earned his BA in Economics and English from Georgetown University. Industry education and designations include: FINRA administered Series 65 and he has passed Level II of the CFA Program.

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Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239 USI Consulting Group is the affiliate company of both USI Advisors, Inc. and USI Securities, Inc.