Investment Analyst

(713) 609-9576

Cole began his career with Sagemark Consulting in 2016 as an investment support specialist where he assisted with portfolio management for a team of advisors. He joined the Houston Insight Wealth Strategies team in 2018, where his responsibilities are researching and constructing portfolios for clients and advisors. Cole earned his BBA in Finance from Lamar University. Currently he is pursuing his masters in Investment Management and Financial Analysis from Creighton University. Also, he is a member of the Global Interdependence Center. Lastly, he has previously passed his Series 7 and Series 66.