Cole joined RVK in 2011 and is located in our Portland office. In his role as a Consultant, Cole provides investment consulting advice to a diverse client base including both public and corporate pensions, endowments, foundations, Taft-Hartley plans, insurance portfolios and a variety of both public and corporate defined contribution plans.
His responsibilities include asset allocation analyses, investment policy development, investment menu design, manager structure analyses, investment manager evaluation, managing transition and rebalancing of client portfolios, and client education presentations.
In addition to his role as a Consultant, he co-manages the Associate Consultant / Investment Associate group, managing the account loads as well as the group’s training and 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.