Terry Cook

CEO and Founder at Parcion Private Wealth

Speaker

Terry Cook is the founder and CEO of Parcion Private Wealth, a fully independent multi-family office. Since its inception in 2019, Parcion has grown to become one of the leading family offices exclusively serving business owners, entrepreneurs, and their families. Drawing on more than 30 years of experience, Terry founded Parcion on a clear conviction: families deserve a true partner, not just a portfolio manager, to help them unlock the full potential of their wealth and protect the legacy they’ve built.Before launching Parcion, Terry served as a managing director for UBS Private Wealth Management. There he spent 17 years guiding business-owning families through some of the most complex and consequential financial transitions of their lives. That experience revealed a consistent gap: business owners and their families — before, during, and after a major liquidity event — needed specialized expertise that went well beyond investment management, and most firms simply weren't built to provide it. Today, Parcion has guided more than 60 families through major liquidity events and business transitions.Terry is among the most recognized wealth advisors in the country. He has been consistently ranked at the top of the Forbes America's Top Wealth Advisors and Forbes Best-In-State lists for Washington State, and in 2025 was ranked 31st nationally on Barron's Top 100 Independent Advisors list. Parcion has earned national recognition as a firm as well, ranking #22 on the Forbes/SHOOK Top RIA Firms list as well as Wealth Management’s 2026 RIA Edge 100. Beyond leading the firm, Terry shares his perspective as the host of Parcion's What's Next? podcast, exploring wealth, business, and life after a liquidity event.Terry is committed to giving back. He serves on multiple nonprofit boards and is actively involved in health, youth, and conservation causes across the Pacific Northwest. His philanthropic work has been recognized nationally, and he actively extends his knowledge beyond the firm through education and civic engagement.A father of four, Terry and his wife live in Yarrow Point, Washington. Outside of work, he can be found exploring the outdoors or traveling with his family.