G. Bowen Cook, Jr. (“Bo”), CFA


Bo joined Birch Hill in 2013. As Director of Research, Bo oversees Birch Hill’s investment strategy. In addition, Bo evaluates macroeconomic trends and sources new investment ideas. Previously, he worked for several years as an Operations Specialist in Corporate Actions for Brown Brothers Harriman.

Bo has a BS in Business Administration from Northeastern University with a dual concentration in Finance and Accounting. He is a Chartered Financial Analyst and a member of the CFA Society Boston, and the CFA Institute. As a student, he had financial-related co-ops at John Hancock and Wellington Management.

G. Bowen Cook Jr. (“Bo”), CFA

Q: What are your role and responsibilities at Birch Hill?
A: I mainly provide research and administrative support to a portfolio manager.

Q: What do you think Birch Hill’s best qualities are?
A: Birch Hill has a very close-knit culture based on many great qualities such as respect, kindness, integrity, and generosity. It’s also a relatively young firm, so it’s constantly adapting and being shaped as it grows.

Q: What about what you do brings you the most personal satisfaction?
A: There isn’t a day in my job where I don’t have the opportunity to learn something new and really apply myself. I also get to learn and work with great people.

Q: When you’re not working, how do you spend your time?
A: I like to spend time with friends and family, swim, and golf. Being a bit of an introvert, I also like to read and play video games.

Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: I think it would be fun to create something like a brewery or vineyard.

Q: What words do you live by?
A: “Keep it simple.”