Braden Cole, CFA®
Senior Director of Wealth Management
Braden has worked in the wealth management industry for over 14 years and offers unique insights and a holistic approach to his client relationships. His broad experience ranges from economic research, private investments, hedge funds, tailored portfolio solutions, cash flow management and family governance.
Most recently, Braden spent 5 years as an advisor with CH Investment Partners, a multi-family investment office founded by the Trammell Crow Family.
The firm’s mission is Fulfilling Lives™, and Braden supports this via his passion for serving individuals by building trust with his clients. He believes that trust is the foundation of all effective and deep relationships. Braden aspires to build trust with his clients by providing impartial advice underpinned by integrity, clear communication and a skill in simplifying the complex.
Braden is a 2008 graduate of the Hankamer School of Business at Baylor University where he earned a B.B.A in Finance. He is a Chartered Financial Analyst (CFA®) Charterholder and a member of the CFA Society of Dallas/Fort Worth.
Braden is native to Dallas and currently resides in east Dallas with his wife and their three boys. In his free time, he enjoys spending time with his family, fly fishing, anything outdoors, and serving his church.