Cole is the Portfolio Relationship Manager at Accuvest Global Advisors, where he serves as the day-to-day connection between the investment team and the firm’s clients. He oversees portfolio reporting and performance analysis, prepares client reviews and proposals, and supports the firm’s marketing efforts, including client communications, and strategy materials.

Cole began his career in the broker-dealer industry. He holds the Series 65 license and has passed the Series 7, 9 and 63 exams.