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Philip Cole, CFP®

Regional President, Senior Managing Director

Deerfield, IL

Designations

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

Education