Michael Coles

Michael Coles is a seasoned financial investments professional with a wealth of experience spanning over 25 years in asset management. He has a strong track record of serving high net worth individuals and a diverse range of companies.

His expertise lies in diligently focusing on the three crucial aspects of financial soundness: performance, pricing, and reconciliation. Michael oversees all aspects of money management operations, excelling at performance analysis and troubleshooting complex issues efficiently, even in high-pressure environments.

His role involves close collaboration with traders and ensuring smooth client interactions with the operations team, demonstrating exceptional communication and leadership skills.

Michael pursued a Bachelor of Science in Business Administration from the University of Southern California, complementing his academic background with studies in Design.

He has held key roles in various renowned organizations, including as a Trade Specialist at THE INVESTMENT HOUSE, LLC, Operations, and Client Service Manager at First Western Capital Management, Portfolio Administrator at Froley Revy Investment Company, Inc., among others.

Throughout his career, Michael Coles has accumulated a diverse range of skills and experiences, making him a respected figure in the financial industry.