Cole Moore, BBA

Cole Moore is the Director of Consortium’s Advanced Wealth Strategies, where he leads the financial modelling and analysis used to test, evaluate and refine sophisticated wealth strategies for business owners and high-net-worth individuals. Drawing on his background as a financial analyst, Cole brings a disciplined, quantitative approach to the assessment of complex planning opportunities, leading the development and evaluation of financial models that make up the foundation of Consortiums wealth strategies.

Cole has extensive experience advising medical professionals and business owners on a wide range of financial planning and investment matters, helping them approach complex decisions with greater clarity and confidence. By combining strategic insight with rigorous analysis, he delivers tailored guidance aligned with each client’s circumstances, risk tolerance and long-term objectives.

Cole has a Bachelor of Business Administration with a double major in Finance and Economics. Having successfully completed Level II of the CFA Program, he continues to work toward earning the CFA designation.