Industry Start
2022
Education
University of Illinois, Urbana-Champaign
Cole joined Kovitz in 2023 as a Wealth Planning Analyst, partnering with advisors to provide wealth management and planning services to high-net-worth individuals. Prior to joining Kovitz, Cole worked at a Registered Investment Advisory firm where he provided analytical support for the development and modeling of comprehensive financial plans. He is a graduate of the University of Illinois Urbana-Champaign with a bachelor’s degree in Finance and is currently working towards the CFP® Designation.
In Cole’s free time, you can find him on the golf course, following Chicago Sports, and spending time with his family, friends, and two dogs.