Profil
Mr. Alan Cole, CFA MBA, is a President & Chief Investment Officer at Parkside Investments LLC.
Building on over 20 years of professional investment experience, he established the firm in 2017.
Before founding Parkside, he was vital in growing and managing Cedar Hill Associates, LLC and, for the final segment of his Cedar Hill tenure, he steered the firm in tandem roles as President and Chief Investment Officer.
He worked for Ford Motor Company and Ford Motor Credit Company in Dearborn Michigan, performing profitability and competitive analysis.
He subsequently worked for U.S.
Bancorp where he was responsible for profit and acquisition analysis.
He received his Bachelor’s degree in Mathematics from Vanderbilt University and his MBA in Finance and Accounting from Indiana University.
His professional credentials include CFA charter holder, member of CFA Society of Chicago, and Chartered Investment Counselor.
Postes actifs de Alan Cole
| Sociétés | Poste | Début |
|---|---|---|
Parkside Investments LLC
 Parkside Investments LLC Investment ManagersFinance Parkside Investments LLC (Parkside) is an independent, SEC-registered investment advisor headquartered in Deerfield, Illinois with an additional office in Chicago. The firm was founded by Alan Cole in 2016. Parkside provides custom account investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, businesses, and serves as investment adviser to the private funds: Parkside Covered Call Fund and Parkside VPS Fund. | Directeur Général | 01/01/2016 |
Anciens postes connus de Alan Cole
| Sociétés | Poste | Fin |
|---|---|---|
US Bancorp Asset Management, Inc.
 US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Analyst-Equity | 31/12/2002 |
Ford Motor Credit Co. LLC
 Ford Motor Credit Co. LLC Finance/Rental/LeasingFinance Ford Motor Credit Co. LLC is an automotive finance company. The company provides dealer and customer finance to support the sale of Ford Motor Co.'s products. Its primary business is to finance Ford vehicles and supporting Ford's dealers. It offers automotive financing products to and through automotive dealers. The firm operates through the following segments: Consumer and Non-Consumer. The Consumer segment engages in products offering to individuals and businesses that finance the acquisition of vehicles from dealers for personal and commercial use. The Non-Consumer segment engages primarily to products offered to automotive dealers, like loans to dealers to finance the purchase of vehicle inventory, improvements to dealership facilities, working capital, and the purchase of dealership real estate. The company was founded in 1959 and is headquartered in Dearborn, MI. | Corporate Officer/Principal | - |
Cedar Hill Associates LLC
 Cedar Hill Associates LLC Investment ManagersFinance Founded in 1984, Cedar Hill Associates LLC is a wealth management firm and registered investment advisor headquartered in Rosemont, Illinois. The firm is a subsidiary of MB Financial Bank, NA and their ultimate parent is MB Financial, Inc. (Nasdaq: MBFI). Cedar Hill Associates provides individually tailored comprehensive wealth management services for private clients. | President | - |
Formation de Alan Cole
| Vanderbilt University | Undergraduate Degree |
| Kelley School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Cedar Hill Associates LLC
Cedar Hill Associates LLC Investment ManagersFinance Founded in 1984, Cedar Hill Associates LLC is a wealth management firm and registered investment advisor headquartered in Rosemont, Illinois. The firm is a subsidiary of MB Financial Bank, NA and their ultimate parent is MB Financial, Inc. (Nasdaq: MBFI). Cedar Hill Associates provides individually tailored comprehensive wealth management services for private clients. | Finance |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Finance |
Ford Motor Credit Co. LLC
Ford Motor Credit Co. LLC Finance/Rental/LeasingFinance Ford Motor Credit Co. LLC is an automotive finance company. The company provides dealer and customer finance to support the sale of Ford Motor Co.'s products. Its primary business is to finance Ford vehicles and supporting Ford's dealers. It offers automotive financing products to and through automotive dealers. The firm operates through the following segments: Consumer and Non-Consumer. The Consumer segment engages in products offering to individuals and businesses that finance the acquisition of vehicles from dealers for personal and commercial use. The Non-Consumer segment engages primarily to products offered to automotive dealers, like loans to dealers to finance the purchase of vehicle inventory, improvements to dealership facilities, working capital, and the purchase of dealership real estate. The company was founded in 1959 and is headquartered in Dearborn, MI. | Finance |
Parkside Investments LLC
Parkside Investments LLC Investment ManagersFinance Parkside Investments LLC (Parkside) is an independent, SEC-registered investment advisor headquartered in Deerfield, Illinois with an additional office in Chicago. The firm was founded by Alan Cole in 2016. Parkside provides custom account investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, businesses, and serves as investment adviser to the private funds: Parkside Covered Call Fund and Parkside VPS Fund. | Finance |
