About Cole
Cole partners with advisors to provide wealth management and planning services to high-net-worth individuals. He joined Focus Partners Wealth in 2026, coming from Kovitz, where he had been since 2023. Cole also worked at a registered investment advisory firm, where he provided analytical support for the development and modeling of comprehensive financial plans. He is a graduate of the University of Illinois Urbana-Champaign with a and is currently working towards the CFP® Designation.
In Cole’s free time you can find him playing on the golf course, following Chicago sports, and spending time with his family, friends, and two dogs.
Education and Professional Milestones
-University of Illinois, Urbana-Champaign – bachelor’s degree in finance
Cole partners with advisors to provide wealth management and planning services to high-net-worth individuals. He joined Focus Partners Wealth in 2026, coming from Kovitz, where he had been since 2023. Cole also worked at a registered investment advisory firm, where he provided analytical support for the development and modeling of comprehensive financial plans. He is a graduate of the University of Illinois Urbana-Champaign with a and is currently working towards the CFP® Designation.
In Cole’s free time you can find him playing on the golf course, following Chicago sports, and spending time with his family, friends, and two dogs.
Education and Professional Milestones
-University of Illinois, Urbana-Champaign – bachelor’s degree in finance