Cole Clifford

Cole Clifford

In by Mission Wealth

Cole Clifford Mission Wealth

Cole Clifford

Portfolio Administrator


Cole Clifford Mission Wealth

Cole Clifford

Portfolio Administrator

"If you don't love the process than you already lost"

Role at Mission Wealth

Cole Clifford is a Portfolio Administrator for Mission Wealth. He is responsible for maintaining all portfolio management data, cost basis reporting, performance reporting, and trading data.


Contact Information

Department:

Investment Team

Professional Background

After college and 6 years in the United States Army Reserve, Cole started his professional career at Indeed.com as an account executive, providing tailored hiring solutions to medium and small sized businesses.


Cole obtained a bachelor's degree in Business Marketing at Appalachian State University and is currently a level 1 Chartered Financial Analyst candidate, sitting for his exam in May of 2022.

Personal Pursuits

Cole is currently pursing the CFA designation. He loves to travel to new cities and explore new cultures, and is also an avid skateboarder having been skating for over 17 years.


During his time enlisted in the United States Army, Cole helped the local community in rebuilding a pavilion for the Boy Scouts of America's division in north eastern Pennsylvania. He is currently seeking new ways to support his new community here in Austin, TX.

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