![Cole Pearson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Cole Pearson
Presidente en
OneAscent Investment Solutions LLC
.
Perfil
Mr. Cole Pearson is a President of Investment Solutions at OneAscent Investment Solutions LLC.
Prior to joining OneAscent in 2018, he was a Senior Investment Associate for Eventide Asset Management serving in similar capacities both on the sales/marketing and portfolio management teams.
He holds a B.S.
in International Finance as well as a minor in Mandarin-Chinese from the University of Alabama and is a CFA Level III Candidate.
Cargos activos de Cole Pearson
| Empresas | Cargo | Inicio |
|---|---|---|
OneAscent Investment Solutions LLC
 OneAscent Investment Solutions LLC Investment ManagersFinance OAIS methods of analysis may include, but are not limited to, Values-Based Investing, Lifecycle Analysis, Fundamental Analysis, Charting Analysis, Technical Analysis, and Quantitative Analysis. | Presidente | 01/01/2022 |
Antiguos cargos conocidos de Cole Pearson.
| Empresas | Cargo | Fin |
|---|---|---|
Eventide Asset Management LLC
 Eventide Asset Management LLC Investment ManagersFinance Eventide uses values-based analyses and fundamental, technical and risk analyses in selecting and recommending securities for investment. The firm also engages with sub-advisers concerning values-based criteria in connection with fixed-income securities held by certain Funds. Their investment process begins with a top-down analysis to select a variety of asset classes and/or sectors believed to offer opportunities for current income and/or capital appreciation. Eventide manages portfolios actively and this may involve frequent trading that negatively affects investment performance and increases transaction costs and taxes. | Corporate Officer/Principal | 01/06/2018 |
Formación de Cole Pearson.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
4
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Eventide Asset Management LLC
Eventide Asset Management LLC Investment ManagersFinance Eventide uses values-based analyses and fundamental, technical and risk analyses in selecting and recommending securities for investment. The firm also engages with sub-advisers concerning values-based criteria in connection with fixed-income securities held by certain Funds. Their investment process begins with a top-down analysis to select a variety of asset classes and/or sectors believed to offer opportunities for current income and/or capital appreciation. Eventide manages portfolios actively and this may involve frequent trading that negatively affects investment performance and increases transaction costs and taxes. | Finance |
The University of Alabama School of Medicine
 The University of Alabama School of Medicine Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
OneAscent Investment Solutions LLC
OneAscent Investment Solutions LLC Investment ManagersFinance OAIS methods of analysis may include, but are not limited to, Values-Based Investing, Lifecycle Analysis, Fundamental Analysis, Charting Analysis, Technical Analysis, and Quantitative Analysis. | Finance |
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