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Julie Cook, CFA

Vice President Investment Banking

Capital Advisory

Julie Cook, CFA Vice President Investment Banking
Capital Advisory

Professional Experience

Julie A. Cook, CFA joined the Private Placement Bond team of CBRE Capital Advisors, Inc. in December of 2020, as an Investment Banking Associate in the Madison, Wisconsin office. Ms. Cook has extensive commercial real estate experience in Credit Tenant Lease (CTL) finance, fixed income securities investing and institutional real estate lending.

Prior to joining CBRE, Ms. Cook worked for QuadCapital Advisors, a structured finance and real estate advisory services firm specializing in CTL finance. Before that, her primary focus was on CMBS investment analysis and portfolio management for MEMBERS Capital Advisors. Early in her career, Ms. Cook attained commercial mortgage underwriting experience while originating loans for The Principal Financial Group in Des Moines, Iowa and for Thrivent Financial in Appleton, Wisconsin.

Professional Affiliations/Accreditations

  • CFA® charterholder, CFA Institute
  • FINRA Investment Banking Representative (Series 79 and Series 63)


  • University of Wisconsin – Madison, Bachelor of Business Administration with Honors
Julie Cook, CFA Vice President Investment Banking
Capital Advisory