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# Suncoast Equity Management

Suncoast Equity Management

## Sitemaps

- [XML Sitemap](https://suncoastequity.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Suncoast Select Growth Mid Quarter Review](https://suncoastequity.com/wp-content/uploads/2026/08/Suncoast-Select-Growth-Mid-Quarter-Review.pdf)
- [Select Growth Strategy](https://suncoastequity.com/wp-content/uploads/2026/08/Select-Growth-Overview.pdf)
- [The SEM Disciplined Investment System - SEM-DIS](https://suncoastequity.com/wp-content/uploads/2026/08/The-SEM-Disciplined-Investment-System-SEM-DIS.pdf)
- [Suncoast Select Growth 3rd Quarter 2026](https://suncoastequity.com/wp-content/uploads/2026/08/Suncoast-Select-Growth-3rd-Quarter-2026.pdf)
- [Reuters · Market Perspective featuring Eric Lynch](https://www.reuters.com/video/watch/idRW883717072026RP1/) - Reuters · Market Perspective 🎥 Watch the full interview: Apple is an AI winner without heavy capital spending (1:50) https://lnkd.in/d3e6jUMK Eric sat down with Reuters this week to talk through where he’s finding value in the current market environment. A few of the key points from the interview: Quality Is Getting Repriced – Early rotation
- [Mid-Year Client Talking Points: Suncoast Select Growth](https://suncoastequity.com/wp-content/uploads/2026/07/Mid-Year-Client-Talking-Points-3.pdf)
- [Upcoming Changes to 401(K) Contributions in 2026](https://suncoastequity.com/individuals-families/upcoming-changes-to-401k-contributions-in-2026/) - Terri Ritchie, CFP® Sr. Vice President, Sr. Prosperity Advisor SECURE 2.0 Catch-Up Contribution Changes: What You Need to Know If you’re age 50 or older, the IRS gives you the chance to “catch up” on your retirement savings by contributing more than the standard annual limit. These extra contributions can make a big
- [Charitable Giving – Timing and Strategy Considerations](https://suncoastequity.com/uncategorized/charitable-giving-timing-and-strategy-considerations/) - By Beth Dopking Neal, CFP® Sr. Vice President, Sr. Prosperity Advisor On July 4, 2025, the One Big Beautiful Bill Act was signed into law, bringing sweeping changes to U.S. tax law, many of which affect how individuals and corporations are incentivized to give to charitable causes. These changes have potentially significant implications for
- [Tips for Retaining Important Documents](https://suncoastequity.com/individuals-families/tips-retaining-important-documents/) - By Robin L. Cook, CWS®, CTFA® Sr. Vice President, and Prosperity Advisor For many of us, the task of gathering documents for tax return preparation is still fresh in our minds. You might be wondering, "How long should I keep these and other important documents?" Here’s a few suggestions for your review. Consider going digital
- [Suncoast Equity Management Appoints Eric Lynch as Managing Director of Institutional Asset Management](https://www.businesswire.com/news/home/20250729116310/en/Suncoast-Equity-Management-Appoints-Eric-Lynch-as-Managing-Director-of-Institutional-Asset-Management#new_tab) - TAMPA, Fla.--(BUSINESS WIRE)--Suncoast Equity Management, a boutique investment management firm with a growing presence in the intermediary distribution space, today announces the appointment of Eric Lynch as Managing Director of its Institutional Asset Management business. Mr. Lynch will also join the firm’s Investment Committee, where he will help shape investment strategy and contribute to portfolio decision-making. "What really
- [Tax Law Update](https://suncoastequity.com/individuals-families/tax-law-update/) - Jeff Strouse JD, CRPC®, CEPA® President, Suncoast Prosperity Advisors Our take on the 2025 Tax Reform: One Big Beautiful Bill As you are most likely aware, on July 4th, President Trump signed into law the One Big Beautiful Bill Act (OBBBA). This is being described as the most significant overhaul of the tax code
- [Navigating Business Transitions Forum Recap](https://suncoastequity.com/individuals-families/navigating-business-transitions-forum-recap/) - Suncoast Prosperity Advisors recently co-hosted the Navigating Business Transitions Forum with Hyde Park Capital for business owners who are interested in business exit planning. Business owners heard from industry experts on how to effectively prepare a business exit strategy, and learned about essential planning points to address, and common pitfalls to avoid for a smooth
- [Medicare Minute](https://suncoastequity.com/individuals-families/medicare-minute/) - By Jeff Strouse JD, CRPC®, CEPA® President, Suncoast Prosperity Advisors I recently received this email from one of Suncoast’s referral partners who’s in the insurance industry. This email provides critical information that we wanted to share with our clients as they approach the qualifying age for Medicare. Dear Jeff - Recently, I had
- [Investment Spotlight - State of the Bond Market, Post Election](https://suncoastequity.com/individuals-families/investment-spotlight-state-of-the-bond-market-post-election/) - By Al Dopking Fixed Income Specialist Treasury yields rose in December after the Federal Reserve cut interest rates for the third consecutive time, as expected, and indicated that the pace of cuts next year is likely to slow. The US central bank lowered its target range for the Fed Funds rate by 25 basis points
- [Women and Investing](https://suncoastequity.com/individuals-families/women-and-investing/) - By Robin Cook CWS®, CTFA®, Sr. Vice President and Prosperity Advisor Investing has historically been viewed as a male-dominated sphere, but the landscape is changing dramatically. Women are increasingly taking charge of their financial futures, yet significant gaps remain in terms of participation, confidence, and financial literacy. This article explores the current state
- [Investment Spotlight - March 2025](https://suncoastequity.com/individuals-families/investment-spotlight-march-2025/) - By Amy A. Lord, CFA Senior Vice President/Co-Portfolio Manager As a Portfolio Manager I am often asked, “What will the market do next week, next month or next quarter?” My answer is always the same – I have no idea. We don’t believe anyone else does either, not the market strategists on CNBC, or
- [Financial Planning Resolutions for 2025](https://suncoastequity.com/individuals-families/financial-planning-resolutions-for-2025/) - Frank Wyatt, MBA Vice President, Financial Planning, Prosperity Advisor As we welcome 2025, many of us reflect on the resolutions we’ve set for the new year. While making resolutions is easy, sticking to them can be a challenge. We want to start the year by offering some insights on financial planning and assistance in
- [Creating a "Life Blueprint" File](https://suncoastequity.com/individuals-families/creating-a-life-blueprint-file/) - By Robin L. Cook, CWS®, CTFA® Sr. Vice President, and Prosperity Advisor Facing the death or disability of a loved one is challenging. As a Wealth Advisor, I’ve often helped couples ensure that the less financially involved partner has support if the other becomes incapacitated or passes away. Even the most financially savvy individuals can
- [Tax Cuts and Jobs Act Expiration](https://suncoastequity.com/individuals-families/tax-cuts-and-jobs-act-expiration/) - By Jeff Strouse JD, CRPC®, CEPA® President Prosperity Advisors In our 3rd Quarter issue, we highlighted the upcoming expiration of the Tax Cuts and Jobs Act, which will revert many current tax provisions to the 2017 laws, beginning January 1, 2026. This change will affect not only individuals but also small businesses and their owners.
- [What you need know about Cybersecurity Threats](https://suncoastequity.com/individuals-families/what-you-need-know-about-cybersecurity-threats/) - By Frank Wyatt, MBA Vice President, Financial Planning, Prosperity Advisor At Suncoast Prosperity Advisors and Suncoast Equity Management, we recognize the importance of staying informed about cybersecurity risks. Our business faces these challenges daily, and we understand that you do as well. To assist you, we’ve put together some valuable information on cybersecurity to help
- [Year-End Charitable Giving Thoughts](https://suncoastequity.com/individuals-families/year-end-charitable-giving-thoughts/) - By Beth Dopking Neal, CFP® Sr. Vice President, Sr. Prosperity Advisor The best time for charitable gifting depends on a variety of factors, including your financial goals, tax planning considerations, and the timing of charitable events or initiatives. With that being said, it seems like this time of year is the most popular
- [Beyond College Savings: How to optimize 529 Plans with Roth IRA Rollovers](https://suncoastequity.com/individuals-families/beyond-college-savings-how-to-optimize-529-plans-with-roth-ira-rollovers/) - By Terri Ritchie, CFP® Since they were initiated in 1996, 529 plans have been heavily utilized. Considered to be one of the most efficient and tax-effective ways to save for a child’s college education, the 529 plan has been extremely successful for many families and individuals. The state-sponsored investment account offers tax-free earnings on
- [Thoughts for Summer 2024](https://suncoastequity.com/individuals-families/thoughts-for-summer-2024/) - By Jeff Strouse JD, CRPC®, CEPA® Most of you are well underway with summer plans and activities, likely including travel and time with family and friends. Suncoast Prosperity Advisors is also thriving with summer plans and enjoying great business growth, thanks to you! We feel that summer is a good time to review and
- [Is the Next Generation Ready for Their Inheritance?](https://suncoastequity.com/individuals-families/is-the-next-generation-ready-for-their-inheritance/) - By Robin L. Cook, CWS®, CTFA® Are your children, grandchildren, nieces, and nephews ready to inherit your wealth? Have you set up your estate to protect and keep your assets within your family, and take advantage of the current high estate and gift tax exemption limits? Over the next two decades, Americans are expected
- [New Florida Community Property Trusts - Is it right for you?](https://suncoastequity.com/individuals-families/new-florida-community-property-trusts-is-it-right-for-you/) - By Robin L. Cook, CWS®, CTFA® The Florida Community Property Trust act (FLCPT) became available to married Florida couples July 1, 2021. This trust provides many benefits, the most significant being the potential tax treatment of assets held in this type of trust after the first spouse passes away. Florida is a common law

## Pages

- [Home](https://suncoastequity.com/) - Looking for high-end professional research for your company or involved individual portfolio management? Suncoast Equity Management excels at both - Learn more!
- [Our Team Institutions & Financial Advisors](https://suncoastequity.com/institutional-and-financial-advisors-team/) - Meet our professional Institutions & Financial Advisor team. Contact us to see firsthand how their backgrounds make Suncoast investment strategies possible.
- [Our Services](https://suncoastequity.com/about-us/our-services/) - At Suncoast Equity Management, our services are centered on your needs. Learn more about the benefits of investment services offered to all clients at Suncoast.
- [Performance](https://suncoastequity.com/insights/performance/) - Want to learn more about the investments of our clients? Suncoast's Performance page has detailed performance history and analysis graphs for your convenience.
- [Institutions & Financial Advisors](https://suncoastequity.com/institutional-business/) - Looking for expert portfolio management for your institution? Our team of motivated professionals can help you achieve your investment goals. Contact us today.
- [Financial Advisors & Institutional Consultant News](https://suncoastequity.com/insights/financial-advisors-institutional-consultant-news/) - Looking for consulting & advisory news from Suncoast? Stay up to date on all of our financial advisor & institutional consultant articles, posts, and content
- [Available Strategies](https://suncoastequity.com/institutional-business/available-strategies/) - Available Strategies Select Growth 28.5 year history. 18-22 high quality, high return on capital large capitalization companies. Annual turnover less than 20% since inception. Ranked in the top 15% Large-Cap Growth & Large-Cap Core equity peer groups since inception, net of fees.¹ 28.25 year track record that has achieved an annualized alpha of 3.18 (gross)
- [Letters To Investors](https://suncoastequity.com/insights/letters-to-investors/) - Gain insights into our investment philosophy and strategies through our Letters to Investors archive. Learn how our tested strategy has evolved over time.
- [Our Team Individuals & Families](https://suncoastequity.com/individuals-and-families-team/) - Meet our motivated team responsible for growing the wealth of our individual investors. Learn their professional backgrounds & how they enable our strategies.
- [The Prosperity Blueprint](https://suncoastequity.com/private-wealth-management/the-prosperity-blueprint/) - The Prosperity Blueprint is a highly personalized planning process unique to Suncoast. Learn more about how this changes investment portfolios and strategies.
- [Individuals & Families](https://suncoastequity.com/private-wealth-management/) - At Suncoast, we call ourselves Prosperity Advisors because we take a high-touch approach to working with our clients. Learn more about our services here.
- [Email Disclosures](https://suncoastequity.com/email-disclosures/) - Email Disclosures This message and any attachments contain information which may be confidential and/or privileged and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review,
- [Portfolio Management](https://suncoastequity.com/private-wealth-management/portfolio-management/) - Our portfolio management services offer personalized investment strategies to fit your financial goals. Contact Suncoast to find the portfolio you align with.
- [Research](https://suncoastequity.com/institutional-business/research/) - At Suncoast, we attribute our successful process to our motivated team and lasting guiding investment research fundamentals. Learn more about our research here!
- [Our Strategy](https://suncoastequity.com/about-us/our-strategy/) - At Suncoast Equity Management, we take pride in our results driven strategy proven to preserve and grow the wealth of our clients. Learn how we invest for you.
- [Our Philosophy](https://suncoastequity.com/about-us/our-philosophy/) - At Suncoast Equity Management, our motivated team is dedicated to seeing our clients succeed - learn more about our investment philosophy that guides this goal.
- [Client Login](https://suncoastequity.com/client-login/) - Gain secure access to your investment portfolio through Suncoast's client login page. Review your latest account values and information.
- [Policies & Disclosures](https://suncoastequity.com/insights/documents-disclosures/) - Explore Suncoast's documents & disclosures page for transparent and detailed information about our disclosures and client privacy. Stay financially informed!
- [Terms of Use](https://suncoastequity.com/terms-of-use/) - Read the terms of use of our site here - learn about the conditions under which you may continue to access the site. If you have any questions, contact us.
- [Prosperity Advisor Contact Us](https://suncoastequity.com/private-wealth-management/contact-us/) - Contact Us First Name(Required)Last Name(Required)Email(Required)Phone Number(Required)Comment(Required) Submit Δ Suncoast Prosperity Advisors Tampa, FL 4010 Boyscout Blvd. Suite 725 Tampa, FL 33607 info@suncoastequity.com Phone: (813) 963-0502 Sanibel, FL Robin L. Cook, CWS®, CTFA® Sr. Vice President and Prosperity Advisor rcook@suncoastequity.com Phone: (293) 387-3977 Highlands, NC Marci Sherwood Brand Marketing Associate msherwood@suncoastequity.com Phone:(828)487-8009
- [Contact](https://suncoastequity.com/institutional-business/contact-us/) - Looking to invest with Suncoast or have questions? Contact us today for personalized support and guidance from our team of investment experts.
- [Newsletter](https://suncoastequity.com/newsletter/) - Newsletter Signup First Name(Required)Last Name(Required)Email(Required) Submit Δ Suncoast Equity Management, LLC 5550 W. Executive Dr., Suite 320 Tampa, FL 33609 info@suncoastequity.com Phone: (813) 963-0502 Fax: (813) 830-6062
- [Additional Information](https://suncoastequity.com/insights/additional-information/) - Looking for more information about Suncoast? Visit our additional information page to learn more about Suncoast's investment accounts and management.
- [Individuals & Families News](https://suncoastequity.com/insights/individuals-families-news/) - Are you a solo investor looking for Suncoast Equity news that's relevant to you? The Individuals & Families News page is updated with the latest from Suncoast!
- [Financial Landscape](https://suncoastequity.com/private-wealth-management/financial-landscape/) - Explore the ever-changing financial landscape with Suncoast expert analysis and insights. Find out how our financial advisors put you and your portfolio first.
- [SEM Advantage](https://suncoastequity.com/sem-advantage/) - The SEM advantages lie in our team's expert communication, rigorous in-depth research, and disciplined investment approach. Trust us to help grow your wealth.
- [Privacy Policy](https://suncoastequity.com/privacy-policy/) - Learn about Suncoast's explicit policies that protect your personal & confidential information. Read our commitments to security and confidentiality here.
- [Articles of Interest](https://suncoastequity.com/insights/articles-of-interest/) - Stay up to date with the latest Suncoast Equity Management articles. Answer your investment questions with these helpful resources, or feel free to contact us!
- [News & Insights](https://suncoastequity.com/insights/) - Stay up-to-date with the latest Suncoast news and insights from our team of experts. Explore our insights and remain up to date on our latest news updates.
- [Resources](https://suncoastequity.com/resources/) - Explore Suncoast's collection of investment resources. Gain valuable insights and knowledge to support your investment goals. Contact us with any questions!
- [Sample Page](https://suncoastequity.com/sample-page/) - This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this: Hi there! I'm a bike messenger

## Team

- [Al Dopking](https://suncoastequity.com/team/al-dopking/) - Al DopkingFixed Income SpecialistAl Dopking is a graduate of St Louis University with a degree in Finance. He played baseball in college and actively supports their program. He joined the Air Force Reserves after college. He served in a Rapid Runway Repair unit from ’79 to ’94. Al Dopking is presently a portfolio manager for
- [Cole Wasson, CFA, MSF](https://suncoastequity.com/team/cole-wasson/) - Cole Wasson, CFA, MSFVice President, Investment CommitteeCole Wasson is a former December 2020 valedictorian graduate from the University of Tampa upon earning a Masters in Finance (MSF) and Bachelors in Finance (BS). He was the valedictorian in both his graduate and undergraduate class, twice receiving summa cum laude honors with a cumulative GPA of 4.0.
- [Terri Ritchie, CFP®](https://suncoastequity.com/team/terri-ritchie/) - Terri Ritchie, CFP®Sr. Vice President, Sr. Prosperity Advisor Terri has experienced virtually every market condition—from bull and bear, recessions and expansions, changing tax environments and political uncertainties. Terri is part of a team that has cultivated long-standing, trusted relationships with its clients. Suncoast Prosperity Advisors take pride in assisting business owners, affluent women, and the
- [Stacey Blair](https://suncoastequity.com/team/stacey-blair/) - Stacey BlairProsperity Relationship ManagerStacey joined Suncoast Equity Management (SEM) as a Client Service Associate in April 2022. Prior to joining SEM she spent 5 years working at Morgan Stanley. Her years in the financial service industry comprised of roles in Operations, Client Services, and Client Resolutions.
- [Tom Reynolds](https://suncoastequity.com/team/tom-reynolds/) - Tom ReynoldsVice President, Prosperity Advisor Tom joined SEM with 13 years of experience in the financial services industry. Over the course of his career, he has earned a reputation for providing personalized guidance built on trust, transparency, and deep market insight. Whether helping clients navigate complex financial decisions or plan for major life milestones, Tom
- [Eric Lynch](https://suncoastequity.com/team/eric-lynch/) - Eric Lynch is Managing Director/Co-Portfolio Manager at Suncoast Equity Management. He joined the firm in July of 2025.
- [Heather Perry](https://suncoastequity.com/team/heather-perry/) - Heather PerryProsperity Relationship ManagerHeather Perry joined Suncoast Equity Management as a Prosperity Relationship Manager in early June 2024. With over seven years of experience in the financial industry, she most recently joins us from Truist Wealth, formerly BB&T Scott & Stringfellow. She earned her Bachelor of Science degree in Marketing from Florida State University and
- [Marci Sherwood](https://suncoastequity.com/team/marci-sherwood/) - Marci SherwoodCommunity Marketing DirectorMarci joined Suncoast Equity Management as the Community Marketing Director located in the Highlands, NC office. Marci is responsible for developing local brand strategy, event planning and public relations for Suncoast. She comes to Suncoast with a diverse background including being an entrepreneur by owning her own jewelry business, and has also
- [Harrison Harper](https://suncoastequity.com/team/harrison-harper/) - Harrison HarperAssociate Client SpecialistHarrison Harper graduated magna cum laude from Florida Southern College in 2025 with a bachelor’s degree in finance. He received a four-year athletic scholarship to compete on the Florida Southern men’s golf team, where he balanced the demands of collegiate athletics with academic performance. Harrison is currently enrolled in Florida Southern’s 4+1
- [Daniel T. McNichol](https://suncoastequity.com/team/daniel-t-mcnichol/) - Daniel T. McNicholPresidentDan McNichol joined Suncoast Equity Management LLC in 2020. He has over 30 years of executive experience in the investment management industry. Prior to joining SEM, he was an equity partner and Managing Director at Snow Capital Management LP for 19 years. At its peak Snow managed in excess of $6 billion for
- [Jeff Strouse](https://suncoastequity.com/team/jeff-strouse/) - Jeff StrouseJD, CRPC®, CEPA® President, Suncoast Prosperity AdvisorsCurrent Role and Areas of Expertise: Jeff has responsibility of overseeing SEM’s wealth management practice. In this capacity, Jeff is responsible for providing high net worth clients with unbiased, product neutral, advanced planning strategies, design, and implementation while working hand in hand with the firms’ financial advisors and
- [Beth Dopking Neal, CFP®](https://suncoastequity.com/team/beth-dopking-neal/) - Beth Dopking Neal, CFP®Sr. Vice President, Sr. Prosperity AdvisorCurrent Role and Areas of Expertise: Beth joined Suncoast Equity Management in February 2016. She prides herself in developing meaningful relationships with clients to understand their needs and goals. She is responsible for constructing and implementing advanced planning strategies for individuals and families to preserve and build
- [Amy A. Lord, CFA](https://suncoastequity.com/team/amy-a-lord-cfa/) - Amy A. Lord, CFASenior Vice President/Co-Portfolio ManagerAmy Lord joined Suncoast Equity Management “SEM” in September 2008. She was previously Vice President/Portfolio Manager with Intrepid Capital where she was sole manager of the company’s Large Cap Equity and Investment Grade Fixed Income portfolios. Prior to joining Intrepid in 2001, Ms. Lord was Managing Director, Senior Portfolio
- [Stacey Blair](https://suncoastequity.com/team/263/) - Stacey BlairProsperity Relationship ManagerStacey’s journey at Suncoast Equity Management (SEM) began in April 2022 when she joined as a Client Service Associate. Prior to her joining SEM, Stacey accrued five years of invaluable experience at Morgan Stanley, where she crossed paths with Senior Prosperity Advisor Terri Ritchie, CFP®. During her tenure there, she provided exemplary
- [Ken O’Rorke, CVA®](https://suncoastequity.com/team/ken-ororke/) - Ken O’Rorke, CVA®Chief Executive OfficerKen O’Rorke is Chief Executive Officer and holds responsibility for oversight, strategy, and development facets of the company. Before joining Suncoast Equity Management in 2021, Mr. O’Rorke held senior corporate executive roles at Bank of America primarily in the areas of Risk, Regulatory Compliance, and Process Management and Business Transformation. He
- [Ken O’Rorke](https://suncoastequity.com/team/1973/) - Ken O’RorkeChief Executive OfficerKen O’Rorke is Chief Executive Officer and holds responsibility for oversight, strategy, and development facets of the company. Before joining Suncoast Equity Management in 2021, Mr. O’Rorke held senior corporate executive roles at Bank of America primarily in the areas of Risk, Regulatory Compliance, and Process Management and Business Transformation. He retired
- [Frank Wyatt, MBA](https://suncoastequity.com/team/frank-wyatt-mba/) - Frank Wyatt, MBAVice President, Financial Planning, Prosperity AdvisorFrank came to SEM with several years of experience in the financial services industry. Alongside his current position at SEM with the Suncoast Prosperity Advisors, he has held notable roles at the Vanguard Group and Bank of America-Merrill Lynch, primarily focusing on their Global Wealth Management division. Frank
- [Donald R. Jowdy](https://suncoastequity.com/team/donald-r-jowdy/) - Donald R. JowdyFounder and Chief Investment OfficerPrior to founding Suncoast Equity Management, LLC in 1997, Donald Jowdy was a Portfolio Manager with Polen Capital Management. During his tenure, Polen Capital consistently performed in the top 10% of its peer group for three, five and ten year periods, as measured by several industry consultants including Effron/PSN
- [Zane Walsh](https://suncoastequity.com/team/zane-walsh/) - Zane WalshOperations AssociateOperations/Trading Associate More About Zane Zane joined the Operations/Trading/Client Services department at Suncoast Equity Management (SEM) in October 2021. He is a graduate from the University of South Florida where he earned a Bachelor of Science in Business Analytics and Information Systems. Prior to joining SEM, he began his professional career as a
- [Nick Base](https://suncoastequity.com/team/nick-base/) - Nick BaseDirector of OperationsNick joined Suncoast Equity Management (SEM) in the Operations and Client Services department in January 2019. Prior to joining SEM, he began his professional career in commercial real estate at SkyView Advisors where he served as a Research Analyst. He is a graduate from the University of South Florida where he earned
- [Elliott Sharp, CSCP](https://suncoastequity.com/team/elliott-sharp/) - Elliott Sharp, CSCPChief Operating Officer/Chief Compliance OfficerElliott joined Suncoast Equity Management (“SEM”) in March 2014. He is responsible for overseeing the day-to-day operations of the firm. He also assesses and oversees the research, planning, and implementation of the firm’s critical systems. Prior to joining SEM, Elliott began his finance career in 2008 at Private Capital
- [Robin L. Cook, CWS®, CTFA®](https://suncoastequity.com/team/robin-l-cook/) - Robin L. Cook, CWS®, CTFA®Sr. Vice President, and Prosperity AdvisorRobin joined Suncoast Equity Management in 2022. She has a long-standing career in the financial services arena with over 30 years of well-rounded experience. Robin specializes in providing comprehensive wealth management services and developing deeply personal client relationships helping high net worth individuals, families, foundations and

## Categories

- [Uncategorized](https://suncoastequity.com/category/uncategorized/)
- [Individuals & Families](https://suncoastequity.com/category/individuals-families/)
- [Institutions & Financial Advisors](https://suncoastequity.com/category/institutions-financial-advisors/)