Cole joined True North Advisors in 2023 and serves as an Associate Wealth Manager. In this role, he supports clients through relationship management, portfolio analysis, trading, research, advanced reporting, and comprehensive financial planning. Cole is an active member of both the Wealth Management and Portfolio Analysis teams and collaborates closely with the Client Operations team to execute client requests efficiently and accurately, always keeping clients’ long-term objectives at the forefront. He is currently pursuing the Chartered Financial Analyst (CFA) designation to further deepen his investment and analytical expertise.

True North’s mission is Fulfilling Lives™, and Cole embodies this mission through his adaptability, integrity, reliability, honesty, and transparency as he strives to provide exceptional service and meaningful support to clients.

Prior to joining True North, Cole was an accomplished student-athlete at Auburn University and later Southern Methodist University in Dallas, Texas, where he earned a Bachelor of Arts in Economics. Outside of work, Cole enjoys reading, weightlifting, practicing martial arts, and spending time with friends and family.