Cole Einerson CFA®, CFP®

Cole Einerson serves as Portfolio Manager at Diversify, where he leads portfolio research and construction across the firm’s asset management strategies. In this role, he is responsible for security and manager selection, strategy oversight, and the development of the portfolio analyst team. With more than seven years of experience in financial services, Cole helps drive the continued growth and evolution of the firm’s Asset Management department.

Prior to joining Diversify, Cole held advisory roles at First Purpose Wealth and TD Ameritrade, where he managed investment portfolios and comprehensive planning engagements for private clients. His experience spans risk management, tax, estate, retirement planning, and money psychology, with particular expertise in multi-asset class investment selection. He has also served as a guest lecturer at Brigham Young University and Utah Valley University.

Cole holds a Master’s degree in Financial Planning & Analysis from Utah Valley University. He holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations and maintains securities registrations with FINRA. He remains active in local professional chapters and industry engagements.

Outside of work, Cole enjoys spending time with his children, sharpening his French language skills, strength training, and baking. He lives in Utah and is actively involved in his local religious community.