Anthony J Cook

Principal, Private Wealth Management


Westfield, New Jersey

Professional Profile

Call Me When

Call Me When... You have a HNW client who needs world class planning and wealth management advice.

Contact Method


  • Wealth Manager
  • Professional Certifications

    CFA, series 7, 63, 65, 31. MBA in Finance.

    Functional Expertise

  • Business development
  • Investments
  • Transaction advisory
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Financial Services
  • Manufacturing
  • Retail
  • Client Results



    Member Since

    New Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    I’m a member to meet business owners and other professionals who work with business owners.