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Biography

Cole is an Associate in the Cincinnati North office, where he collaborates with a team of advisors. His primary focus areas include developing comprehensive personal financial plans, supporting fellow advisors, and delivering exceptional service to clients.

Prior to joining Cerity Partners, Cole graduated from Miami University with a Bachelor’s degree in Data Analytics and a minor in Finance.

Education

  • Bachelor's degree in Data Analytics and a minor in Finance from Miami University

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Learn about our Privacy Policy

By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.