Cole joined Crestwood Advisors in 2026 and serves as a Trading Associate, supporting the firm’s investment operations through equity and fixed income trading, portfolio rebalancing, and best execution efforts.

Cole has successfully passed all three levels of the CFA Program. He earned a Bachelor of Science in Technological Systems Management from Stony Brook University and an MBA from Assumption University.

Originally from Worcester, MA, Cole was a collegiate baseball player at both Stony Brook University and Assumption University, where he was a three-year starter at center field and first base. Outside of work, he enjoys golfing, playing basketball, and running marathons.