Cole is an Investment Analyst at Endowment Wealth Management, where he supports the firm’s investment research, trading, and portfolio management efforts. Before joining Endowment Wealth Management in 2025, Cole worked as a Portfolio Administrator for two years, developing a strong foundation in account operations and client service.

Cole passed the CFP® exam and is a CFA® Level II candidate, demonstrating a strong commitment to professional development and deep investment analysis. Cole holds a Bachelor’s degree in Personal Finance from the University of Wisconsin-Madison.