May 8th Luncheon

Date: Wednesday, May 8, 2024
Time: 11:15am - 1:00pm
Location: Hyatt Regency Bellevue - 900 Bellevue Way NE - Larch Room - 3rd floor of Cascade Tower
Speaker: TERRY COOK, CFP®, CIMA®

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Expanding the Generational Conversation

Transforming the way families talk about wealth and planning

 

Please join us In Person at the Hyatt in Bellevue in the Larch Room on the 3rd Floor of the Cascade Tower! If we reach capacity we will be moved to the Cedar Room on the 2nd Floor. The room confirmation will be emailed 2-3 days prior the event!

  • Registration 11:15am - 11:30am
  • Box Lunches at 11:45am
  • Presentation begins at 12:00pm 
  • Sponsors Bring Your Swag and come early to set up!

 

TERRY COOK, CFP®, CIMA®

CHIEF EXECUTIVE OFFICER, MANAGING PRINCIPAL
SENIOR FAMILY ADVISOR

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 nearly 30 years of experience, Terry has designed Parcion Private Wealth as the next step in helping his clients preserve the legacy they’ve built to support their families and communities.

Prior to founding Parcion, Terry was a managing director and founder of the Cascade Group of UBS Private Wealth Management. Throughout his career, Terry has focused on providing advanced planning around cash flow modeling, wealth transfer goals, customized investment policies and guidance through major liquidity events.

As a leader in the community, Terry serves on the national board for the Institute for Functional Medicine and is a board member and past board chair for Big Brothers Big Sisters of Puget Sound and the Ducks Unlimited Seattle Chapter.

He also supports Seattle Children Hospital, Hopelink, and lectures regularly for the Lundquist College of Business at the University of Oregon. Terry has a son and two daughters. A resident of Yarrow Point, Washington, Terry is an avid cyclist, is committed to fitness and nutrition, and enjoys hunting and fishing.

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