Philip Cole, CFA

Senior Client Portfolio Manager

Philip is a Senior Client Portfolio Manager and serves as a member of the investment team. He works with clients and prospects advising on asset allocation, style diversification, and financial planning in a manner consistent with Meritage’s investment insights.

Philip has over 10 years of experience in finance, including advising private and institutional clients, portfolio management, client relationship management and investment research. He attended Northeastern University before transferring and earning his B.S. in Finance and Economics from the University of Kansas. Philip is also a CFA charterholder.

Philip’s outside interests include serving on the board of directors for Heartland Chamber Music, working with Synergy Services and KidsTLC, skiing, golf and playing music.

Quote: “Develop success from failures. Discouragement and failure are two of the surest stepping stones to success.” –Dale Carnegie