Kole H.

Skills

Microsoft Office Suite, 3-Statement and DCF modeling, Capital IQ, Morningstar Direct: portfolio management tool, Energylink: JIB and Revenue statement details.

About

I am the Senior Director in the Market Strategy Group at Oppenheimer & Co. in New York City, where I have rapidly advanced my career since joining as a Rotational Management Trainee in 2019. My progression through various roles, including Analyst in the Alternative Investments/Private Equity Group, Associate Director, and Director, demonstrates my leadership and expertise in the finance sector.

I excel in market analysis, strategically managing proprietary portfolios that focus on dividend growth and macroeconomic strategies related to ETFs. Through rigorous fundamental and quantitative analyses, I oversee portfolio management, collaborate with financial advisors, and provide critical macroeconomic insights. Notably, I led the successful divestiture of over 100 oil well interests and the liquidation of a private equity fund alongside distressed bond positions.

In addition to my role at Oppenheimer, I founded Cleat Shield, LLC, where I invented a heat-resistant insole and leveraged my college football recruitment network to achieve $25,000 in annual sales by 2018.

Academically, I hold an MBA in Finance from UNC-Chapel Hill (expected Aug 2025) and a B.A. in Economics from Kean University (2018). I also have FINRA licenses, including the SIE, Series 7, and Series 66, underscoring my commitment to excellence in the finance industry.