Cook has been named CEO to oversee the investment and financial planning process along with the day to day management of the firm.
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The new company will have locations in Beverly Hills, Newport Beach and the East Coast.
Cook began his career in the financial services industry in the mid 1990’s as an investment advisor and transitioned into leadership roles where over the past two decades he has overseen more than $1.4 billion of institutional and individual funds in alternative investment strategies and initial public offerings.
Most recently Cook was the co-founder of Steadfast Income REIT and founder of Steadfast Capital Markets Group where he served as the president and chief executive officer to develop and launch the initial offering of shares in the REIT.
He has also served as president and CEO for CORE Capital Markets Group and was part of the management team responsible for the initial public offering of Apartment Trust of America and Health Care Trust of America.
"Our goal is to help our clients and their families achieve a more secure and prosperous financial future through a clear understanding of their financial objectives and implementing a customized plan to achieve them," said Cook.
"The partnership between Bambi and I provides the potential for us to grow and expand our client base, improve efficiencies, lower gross fees and expenses and improve overall performance for our clients," he added.
