Cole Kimball, CFA®, AIF®
Chief Investment Officer / Financial Advisor
P: 503-841-5992 | F: 503-477-6174
cole.kimball@thefinitygroup.com
Cole has a dual role at Finity Group, serving both as the Chief Investment Officer at Finity Group and as a Financial Advisor to his clients. After graduating from the University of Colorado Boulder, he started his career on the institutional side of finance working at different boutique broker dealers in Denver, Colorado. While rewarding, Cole felt his time could be better spent, and he could have a larger impact, working directly with individuals and businesses to help them navigate the complexities of the financial landscape. Cole lends his working knowledge of the equity capital markets to his clients and our advisory team as he leverages his institutional experience and knowledge to provide his clients and fellow advisors with insights into the dynamics of investing.
Cole Kimball earned the Accredited Investment Fiduciary Designation from the Center for Fiduciary Studies in 2012 and became a CFA Charterholder in 2018.
When not working, Cole enjoys spending time with his family. In the winter there is a good chance you will bump into them on the mountains snowboarding and, in the summer, traveling and exploring all the Pacific Northwest has to offer.
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