Cole is responsible for ensuring the compliance of the company’s social media/marketing platform and providing assistance for all the firm’s technology client interfaces. He also plays a key role in assisting with the tax and financial operations of the firm. Cole works closely with our Senior Portfolio Manager analyzing and dissecting various securities across all industries. He also provides important operations support for our tax planning services.
A graduate of Texas State University, he holds a degree in Business Administration in Finance. While attending TSU, Cole interned with Hutchinson Family Offices in the Summer of 2018, where he began to put his education to practical use. Upon graduating, Cole relocated to North Carolina in 2020 to join our team full time. Cole has obtained his Accredited Wealth Management Advisor (AWMA®), Accredited Asset Management Specialist (AAMS®) and Financial Paraplanner Qualified Professional (FRPQ®) certifications. Cole is continuing his education and qualifications in both the securities and insurance industry.
In his spare time, Cole enjoys playing golf, working out, walking his dog, and reading.