2603 Camino Ramon, Suite 350
San Ramon, CA 94583

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Portfolio Manager

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 consist of researching, constructing, and managing portfolios for clients and advisors. Cole earned his BBA in Finance from Lamar University. Following his undergraduate degree, he earned his Master’s 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.