Zach Cole, CFA

Portfolio Manager

Zach is driven each and every day to deliver positive value to everyone around him. He believes that by doing so, short-term results will accumulate into long-term success. He enjoys the investment process and is passionate about adding value to each client portfolio through trading, investment analysis, and portfolio rebalancing.

His positive and happy-go-lucky attitude allows him to see the best in situations and work hard at his goals. He is a member of CFA Institute and CFA Society Colorado. Zach joined CFM in 2014 after spending two years at Deloitte & Touché as an Advisory Consultant.

Zach is a Colorado native and shifts activities with the seasons.  These include camping, hunting, skiing/snowboarding, BBQ cooking, lifting weights, and biking. On the weekends and after work, Zach enjoys spending time with his friends and family.