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Steve Cole CFA CFP
Email:
****@****.***
Location:
Seattle, Washington, United States
Current employer:
Salmon Bay Wealth Management
Current title:
Founder, Financial Advisor and Portfolio Manager
Last updated:
22/05/2023 01:41 AM
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About
Steve Cole CFA CFP is from Seattle, Washington, United States. Steve is currently Founder, Financial Advisor and Portfolio Manager at Salmon Bay Wealth Management. In Steve's previous role as a Chief Investment Officer/ Portfolio Manager at Sovereign Wealth Advisors, Inc., Steve worked in until May 2014. Prior to joining Sovereign Wealth Advisors, Inc., Steve was a Product Manager at Mellon Analytical Solutions/ Russell Investment Group and held the position of Product Manager.
If you’re looking for Steve Cole CFA CFP's email address, you can find it on finalscout.com. Finalscout is a professional database with more than 500 million business professionals and 200 million company profiles.
Steve Cole CFA CFP's current jobs
Company:
Salmon Bay Wealth Management
Title:
Founder, Financial Advisor and Portfolio Manager
Period:
May 2014 - Present (10 years, 6 months)
Steve Cole CFA CFP's past jobs
Company:
Sovereign Wealth Advisors, Inc.
Title:
Chief Investment Officer/ Portfolio Manager
Period:
Oct 2013 - May 2014 (7 months)
Company:
Mellon Analytical Solutions/ Russell Investment Group
Title:
Product Manager
Period:
Jul 1998 - Dec 2006 (8 years, 5 months)
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