Miles Cooke, CFA®
Executive Director, Investment Research
As Executive Director of Investment Research, Miles plays an integral role in the firm's overall sourcing and diligence of new investment opportunities, as well as ongoing investment monitoring. Miles focuses primarily on alternative investment strategies across public and private markets.
With more than a decade of investment experience, Miles is a co-Portfolio Manager of Crestone’s investments in private equity, venture capital, distressed municipal bonds, hedge funds, and commodities. He established Crestone’s Bay Area office in 2015 to expand Crestone's network in the financial hub of the West Coast. In addition, Miles interacts with clients to educate them on Crestone’s research process and their portfolio of investments.
Prior to joining Crestone in 2010, Miles was a project manager at IHS Markit (FKA Wall Street on Demand) in Boulder, Colorado. While there, 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 this, Miles was an intern at BlackRock Alternative Advisors in Seattle, Washington, responsible for assisting with hedge fund manager research.
Miles earned his B.S. degree with an emphasis in Finance from the University of Colorado. Miles was an NCAA Division I student-athlete on the University of Colorado Ski Team (2004-2008) and a Team Captain of the 2006 NCAA Champion team. He is also a CFA® charterholder.
Miles serves on the Crestone Investment Committee.
Miles also represents the limited partners on the advisory boards of several private investment funds.