Cole DowlingCole Dowling, CFAVice PresidentInvestment Associate
About Cole
Cole Dowling is an Investment Associate with J.P. Morgan Wealth Management.
As a member of The Armour Group, he helps to deliver complex wealth management services to ultra-high-net-worth individuals and their families. Leveraging his background in portfolio construction, Cole creates tailored investment strategies for clients to fulfill their various needs and aspirations.
He graduated from Marist College with a B.S.B.A in Finance. While attending Marist, Cole was selected to participate in the Greystone Equity Fund where he conducted research to discover investment opportunities for the College's endowment fund.
His career started at J.P. Morgan in 2015 in a client servicing role which taught him the importance of delivering a successful client experience. More recently, he was an Investment Specialist where he helped advisors build portfolios and identify innovative investment ideas for their clients.
Cole holds the Chartered Financial Analyst® designation. This is one of the most highly regarded certifications in the investment industry, especially in the areas of research and portfolio management. He is also a member of The CFA Society of New York and holds FINRA Series 7, 63, and 66 licenses.
Cole currently resides on Long Island, New York. He enjoys spending his downtime fishing, boating, golfing, and snowboarding with family and friends.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
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Insight 5: Continually evolve and renew the ownership portfolio
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What Fed rate hikes and cuts mean for your brokerage account
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How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
Insight 8: Work together to build a better world
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Gold as a safe haven for investors – and how it can work in a diversified portfolio
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The Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read Now
From Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read Now
Endowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read Now‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read NowInsight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowWhat Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read NowHow AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read NowInsight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowGold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read NowThe Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read NowFrom Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read NowEndowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read Now