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.  One of those goals was to complete the CFA Program, which he recently accomplished. He is a member of CFA Institute and CFA Society Colorado. Zach joined CFM in 2014 after spending two years at Deloitte & Touch√© as an Advisory Consultant.

Zach is a Colorado native and shifts activities with the seasons.  These include running, telemark skiing, BBQ cooking, lifting weights, and boating. On the weekends and after work, Zach enjoys spending time with his three brothers, friends, and family in Denver.


BS Business Finance
BS Economics
University of Colorado


Chartered Financial Analyst (CFA)