Terry Cook

Terry Cook is the managing principal of Parcion Private Wealth; an independent multi-family office that partners with business owners, entrepreneurs, and their families to optimize wealth events and beyond through smart planning, strong advocacy, and prudent investment management. With over 30 years of experience, Cook has designed Parcion Private Wealth as the next step in helping clients preserve the legacy they’ve built to support their families and communities. Prior to founding Parcion, Cook was a managing director and founder of the Cascade Group of UBS Private Wealth Management. Throughout his career, Cook has focused on providing advanced planning around cash flow modeling, wealth transfer goals, customized investment policies, and guidance through major liquidity events.