Cole has over 10 years of experience in financial services, specializing in trading operations and portfolio management. At Compound Planning, Cole is responsible for implementing investment strategies and supporting Advisors in executing their clients’ financial objectives. Throughout his career, Cole has worked with registered investment firms serving both institutional and retail investors. He received his B.S. in Finance from Niagara University and currently holds FINRA Series 7, 63, and 65 licenses. Outside of work, Cole enjoys playing golf, working on DIY projects, and spending time with friends and family.