Miles Cooke, CFA®
Executive Director, Shareholder, Investment Research
As an executive director of investment research and shareholder of Crestone Capital, Miles plays an integral role in the firm's overall 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 2015, Miles established Crestone’s Bay Area office to expand Crestone's network in the financial hub of the West Coast. He is a co-portfolio manager of Crestone’s investments in private equity, venture capital, distressed municipal bonds, hedge funds, and commodities. In addition, Miles interacts with clients to educate them on Crestone’s research process and their portfolio of investments.
Prior to joining Crestone, Miles was a project manager at IHS Markit (FKA Wall Street on Demand) in Boulder, Colorado. 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, Washington, 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 2004-2008 and was a team captain of the 2006 NCAA champion team. He is a CFA® charterholder.
Miles serves on the Crestone Investment Committee.
Apart from Crestone, 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.