Philip Cole, CFP®
Regional President, Senior Managing Director
Phil is a Regional President at MAI, based out of the Deerfield, Illinois office. He joined MAI in 2021 following the acquisition of Hochman Cole Investment Advisors. A CERTIFIED FINANCIAL PLANNER ™ professional, Phil has 20 years of experience in financial planning, investment management, charitable strategies, stock options planning, estate planning analysis, income tax analysis, retirement planning, and education planning.
After graduating from The University of Illinois at Chicago, Phil began his career as a Floor Trader at the Chicago Board of Trade in 1998. In 2001, he joined The Barclay Group, Inc., a SEC Registered Investment Adviser in Chicago, where he served as Vice President and Chief Investment Strategist.
In 2009, Phil joined Hochman & Baker Investment Advisors, Inc. In 2012, the firm changed its name to Hochman Cole Investment Advisors, Inc. He is a member of the Financial Planning Association.