Cole DowlingCole Dowling, CFAInvestment 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
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