Cole Roberts

Cole Roberts began their work experience in 2018 as a Compliance Intern at River Road Asset Management. In 2019, they participated in the CFA Research Challenge as a University of Louisville Team Member. In 2020, Cole worked as a Wealth Management Analyst at Accredited Wealth Management and had a Summer Analyst position at Goldman Sachs. In 2021, they became a Fundamental Equity Analyst at Goldman Sachs. Currently, Cole holds the role of Senior Financial Analyst at Venture First, where they previously worked as a Financial Analyst.

Cole Roberts attended the University of Louisville from 2017 to 2021, where they obtained a Bachelor of Science in Business Administration (BSBA) with a focus on Finance and a Bachelor of Science (BS) in Economics. Cole also acquired several certifications, including the Series 63 Uniform State Law Exam from the North American Securities Administrators Association in October 2021, the Series 7 General Securities Representative from FINRA in August 2021, the Chartered Financial Analyst (CFA) - Level I Passed from the CFA Institute in February 2021, and the Securities Industry Essentials (SIE) License from FINRA in August 2021.