Our Team: Cynthia D. Cole, FMLI, ACS

Cynthia D. Cole, FMLI, ACS

Senior Portfolio Manager

Industry Experience: 37 years

Education: BS, Trine University; MBA, Xavier University

Cindy is lead portfolio manager for insurance and custom strategies. She has extensive investment experience, including positions in insurance company portfolio management, research, and portfolio strategy. Prior to joining the firm in 1999, she was senior vice president and portfolio manager for Ohio Casualty Group (now owned by Liberty Mutual). Cindy graduated with a Bachelor of Science from Trine University and a Master of Business Administration from Xavier University. Cynthia also holds the Fellow, Life Management Institute (FMLI) and Associate, Customer Service (ACS) designations.

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