Sherri Cooke

Sherri Cooke
President and Chief Executive Officer

(877) 794-9448, x708
(614) 505-1005 Direct

Sherri Cooke, CEO and founder of AI Insight, Inc., has been in the financial services industry for over 25 years. Sherri formed AI Insight in 2005 with the goal of providing the financial planning community with a consistent database of alternative investment programs. The AI Insight web-based database and interactive infrastructure supports what she believed at the time were the missing links in providing broker dealers, advisors, RIAs and fund managers the training and education for alternative investments they needed to remain regulatory-compliant.

Since that time, AI Insight has supported hundreds of financial firms and thousands of advisors with a means to establish regulatory and fiduciary best practices when considering alternative investments. This robust platform provides them with confidence to expand into diverse product lines knowing they have access to offering-based program and performance metrics throughout the life of the program. Research and educational efforts are automatically documented at both the firm- and individual-level should evidence of these efforts ever be required.

AI Insight is a leading provider of education and product-level training on new alternative investment trends, most recently focusing on Qualified Opportunity Zone funds. Moving forward, AI Insight remains committed to integrating new capabilities to increase efficiencies and effectiveness of education, training and research on complex products. In 2018, the platform added coverage of alternative mutual funds supporting advisors’ research process and to help them appropriately position these funds within client portfolios. In 2019, AI Insight launched a library of extensive Industry Reports, including hard-to-find private placement data.

Before she formed AI Insight Inc., Sherri was an alternative investment industry consultant focused on product development and positioning, due diligence, compliance and key account management. She also worked in product marketing and education, as well as with the strategic implementation of alternative investments products within the broker dealer community.

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