Welcome to Pathstone.
775+* team members.
Specialized expertise.
$170B+ in aggregate assets.**

CHOOSE THE SITE EXPERIENCE MOST RELEVANT TO YOU:

Individuals & Families

An individual or family navigating the complexity of significant, multigenerational wealth and seeking a trusted partner for stewardship, strategy, and legacy.

Family Offices

A privately held company managing the financial, legal, and personal affairs of a wealthy family, providing tailored support with discretion and foresight.

Institutions

A mission-driven foundation, endowment, or organization seeking strategic financial oversight, governance support, and long term impact.

Miles Cooke is a Director and shareholder on the Investment Research team at Pathstone, based in the Boulder Office, focusing primarily on alternative investment strategies, including hedge funds, private equity, venture capital, distressed municipal bonds, and commodities.

Miles joins Pathstone from Crestone Capital. In 2015, Miles established Crestone’s Bay Area office to expand Crestone’s network in the financial hub of the West Coast. Prior to Crestone, Miles was a project manager at IHS Markit in Boulder, CO. 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, WA, 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 2004-08 and was a team captain of the 2006 NCAA championship team. He is a CFA® charterholder.

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.

A Chartered Financial Analyst (CFA®) is a professional designation given to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.

GROUPS

Advisory Services

Investment Research

PRIMARY OFFICE

Boulder, Colorado

Secondary OfficeDenver, Colorado


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