Cole is an Investment Specialist at Frontier Asset Management and a member of the Investment Operations team.
He joined Frontier after most recently working as a Financial Service Professional/Licensed Broker at TD Ameritrade.
Cole’s primary responsibilities are to assist the sales and advisor service professionals by providing deep investment expertise to clients through a wide range of services. He focuses on developing and presenting content to an array of client types. Cole represents the investment department’s viewpoint when collaborating, engaging, or educating users, and he works to cultivate lasting relationships.
- BA in Economics from the University of Texas
- Currently a CFA® Level I Candidate
More about Cole
- Cole loves watching and playing sports, especially basketball and football.
- He’s a huge Texas Longhorn fan. He could talk about them all day.
- He spends most of his free time outdoors.
- Cole is passionate about coaching YMCA basketball.