![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
Präsident bei
OneAscent Investment Solutions LLC
Profil
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.
Aktive Positionen von Cole Pearson
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Präsident | 01.01.2022 |
Ehemalige bekannte Positionen von Cole Pearson
| Unternehmen | Position | Ende |
|---|---|---|
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 |
Ausbildung von Cole Pearson
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
11
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
