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Cole Speer

 

Portfolio Trading Specialist

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About SilverOak

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Cole is a Portfolio Trading Specialist at SilverOak Wealth Management. With over 7 years of industry experience, Cole supports SilverOak advisors in the analysis, trading, and rebalancing of client portfolios. In addition, Cole also supports due diligence and other team members when needed.

Prior to joining SilverOak in 2021, Cole worked as co-head of trading at an Asset Management Firm.  He received his Bachelor of Science degree in Finance, from St. Cloud State University.
 

Education

  • St. Cloud State University - B.S. Finance