Originally from Louisville, KY, Cole received a Bachelor of Science in Business Administration degree from the University of Louisville. His first foray into financial services took him to Stock Yards Bank & Trust, where he started as a teller before transitioning to the Bank’s wealth management division as a client service associate. After considering several relocation options, Cole headed to Los Angeles where he discovered Westmount.
As a member of Westmount’s Associate Team, Cole works closely with advisors in several capacities, including client service, trading, financial planning and investment analysis. In this role, he also acts as a liaison between clients and their advisors, responding to client questions and requests as needed.
Outside the office, Cole can be found hanging out in Los Angeles’ many comedy clubs, at the beach, or playing with his Old English sheepdog, Oldie, at the dog park.