Philip Cole, CFP®

Regional President, Senior Managing Director

Bannockburn, IL

LET’S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Member of the Financial Planning Association

 

Work Experience

  • Joined MAI in 2021 following the acquisition of Hochman Cole Investment Advisors
  • Has over 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
  • Began his career as a Floor Trader at the Chicago Board of Trade in 1998
  • Joined The Barclay Group, Inc. in 2001, an SEC Registered Investment Adviser in Chicago, where he served as Vice President and Chief Investment Strategist
  • Joined Hochman & Baker Investment Advisors, Inc. (Hochman Cole Investment Advisors, Inc.) in 2009

 

Life Outside of MAI 

  • Lives in Lake Forest with his wife and three boys
  • He enjoys playing basketball, running, and coaching

 

Education

  • University of Illinois at Chicago

We look forward to learning about your financial goals.

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