Cole Pearson

Portfolio Manager-Equities at OneAscent Investment Solutions LLC

Finance

Consumer Services

Profile

Mr. Cole Pearson is a Vice President at OneAscent Investment Solutions LLC.
Prior to joining OneAscent in 2018, he was a Senior Investment Associate for Eventide Asset Management serving in similar capacities both on the sales/marketing and portfolio management teams.
He holds a B.S.
in International Finance as well as a minor in Mandarin-Chinese from the University of Alabama and is a CFA Level III Candidate.

Cole Pearson active positions

Companies	Position	Start
OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC Investment ManagersFinance Part of Oneascent Holdings LLC, OneAscent Investment Solutions LLC is a company that offers a values-aligned approach to planning, investments, and stewardship. The company is based in Birmingham, AL. The company serves faith-driven individuals, families, and organizations.	Portfolio Manager-Equities	2018-06-30

All active positions of Cole Pearson

Former positions of Cole Pearson

Companies	Position	End
Eventide Asset Management LLC Eventide Asset Management LLC Investment ManagersFinance Eventide Asset Management LLC (Eventide) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2008 by Finni Kuruvilla, Jason Myhre, Roben John, David Barksdale and Anil Thomas. Eventide provides portfolio management for registered mutual funds and offers non-discretionary Model Allocations and Models to financial intermediaries such as wrap fee program sponsors.	Corporate Officer/Principal	2018-05-31

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Training of Cole Pearson

The University of Alabama School of Medicine

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

1st degree connections

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Female

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Executives

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Linked companies

Private companies	2
OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC Investment ManagersFinance Part of Oneascent Holdings LLC, OneAscent Investment Solutions LLC is a company that offers a values-aligned approach to planning, investments, and stewardship. The company is based in Birmingham, AL. The company serves faith-driven individuals, families, and organizations.	Finance
Eventide Asset Management LLC Eventide Asset Management LLC Investment ManagersFinance Eventide Asset Management LLC (Eventide) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2008 by Finni Kuruvilla, Jason Myhre, Roben John, David Barksdale and Anil Thomas. Eventide provides portfolio management for registered mutual funds and offers non-discretionary Model Allocations and Models to financial intermediaries such as wrap fee program sponsors.	Finance