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About SilverOak

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Cole Speer

 

Portfolio Trading Specialist

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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.

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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.
 

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Education

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

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