Cole joined RVK in 2011 and is located in our Portland office. He provides investment consulting advice to a diverse client base including both public and corporate pensions, corporate reserves, endowments, foundations, Taft-Hartley plans, insurance portfolios and a variety of both public and corporate defined contribution plans.
His responsibilities include oversight and strategic advice surrounding overall client portfolio management, including asset allocation analyses, investment policy statement development and monitoring, investment menu design, manager structure analyses, investment manager selection and evaluation, managing transition and rebalancing of client portfolios, and client education presentations. In addition to his role as a Consultant, he serves as Manager of RVK’s Associate Group, overseeing the client loads for the group as well as their training and overall professional development.
Cole graduated cum laude from Linfield College with a BS degree in Finance as well as a minor in Economics. He is a shareholder of the firm.