Jonathan Cole
Senior Institutional portfolio Analyst
Jonathan Cole is a Senior Institutional Portfolio Analyst at FEG, where he is committed to delivering an exceptional investment experience for a diverse range of institutional clients. Since joining the firm in 2023, he has managed client performance reporting, supported portfolio construction and asset allocation decisions, monitored portfolio risk, and provided market insights to help organizations achieve their long-term financial objectives.
His responsibilities include financial forecasting, proposal development, contract drafting, and client relationship support.
Jonathan earned both a Master of Science in Finance and a Bachelor of Science in Finance and Business Analytics from the Kelley School of Business at Indiana University.