Philip Cole Email & Phone Number
Regional President, Senior Managing Director @ MAI Capital Management
5 free lookup(s).
Philip Cole Location
- Deerfield, IL, US
Philip Cole Work
- 2021 - now Regional President, Senior Managing Director @
- 2009 - 2021 Partner and CERTIFIED FINANCIAL PLANNER @ Hochman Cole Investment Advisors, Inc.
- 2009 - 2012 Senior Advisor @ Hochman & Baker Investment Advisors, Inc.
- 2001 - 2008 Vice President @ Barclay Group
Philip Cole Education
- null
Philip Cole Skills
- Financial Planning
- Estate Planning
- Retirement Planning
- Investment Management
- Risk Management
- Asset Allocation
- Portfolio Management
- College Education Planning
- Wealth Management Services
- Income tax analysis
- Strategic Planning
- Financial Modeling
- Public Speaking
- Business Analysis
- Investments
- Strategic Financial Planning
- International Development
Philip Cole Summary
- Philip Cole, based in Deerfield, IL, US, is currently a Regional President, Senior Managing Director at MAI Capital Management, LLC. Philip Cole brings experience from previous roles at Hochman Cole Investment Advisors, Inc., Hochman & Baker Investment Advisors, Inc. and Barclay Group. With a robust skill set that includes Financial Planning, Estate Planning, Retirement Planning, Investment Management, Risk Management and more. Philip Cole has 3 emails on RocketReach.
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Top MAI Capital Management Employees
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Kathleen Buchs
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