Cole joined True North in 2023 as a Wealth Analyst in our Fort Worth office. He is responsible for operational objectives as well as portfolio analysis. This includes account administration, paperwork, transactions, reporting, trading, rebalancing, and portfolio management. In his role, he takes a calculated, attentive, and considerate approach to ensure efficient and accurate results.
The firm’s mission is Fulfilling Lives™, and Cole supports this by displaying adaptability, integrity, reliability, honesty, and transparency in his pursuit to assist our clients in any way he can.
Prior to his time with True North, he was an accomplished student athlete at both Auburn University, and later at Southern Methodist University (SMU) in Dallas, Texas. Cole graduated SMU with a Bachelor of Arts in Economics.
His hobbies include reading, weightlifting, martial arts, and spending time with friends and family.