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 & Touch√© 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.


Education

BS Business Finance
BS Economics
University of Colorado

Credentials

Chartered Financial Analyst (CFA)