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About
Cole Schmitt is currently a Trader at Compound in Rochester, NY, where he implements investment strategies and supports advisors in achieving clients' financial objectives. His role at Compound involves trading operations and portfolio management, with a particular focus on serving both institutional and retail investors across diverse asset classes, including equities, fixed income, and alternative investments.
Prior to joining Compound in April 2025, Cole built a substantial foundation in investment operations and portfolio management at Alesco Advisors LLC as a Portfolio Management Associate, and previously at Bright Futures Wealth Management LLC where he specialized in trading and investment operations from 2015 to 2022. With over a decade of industry experience, he has developed expertise in facilitating sophisticated investment strategies and operational efficiencies for financial advisory firms.
Cole holds a Bachelor of Science in Finance from Niagara University and maintains FINRA Series 7, 63, and 65 licenses. His commitment to professional excellence is reflected in his ability to support tailored portfolio solutions, making significant contributions to team-based investment management and adviser collaboration within the financial services sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Compound | Trader | Apr 2025 to Present | — |
| Alesco Advisors LLC | Portfolio Management Associate | Jul 2022 to Apr 2025 | — |
| Bright Futures Wealth Management LLC | Trading and Investment Operations | Jul 2015 to Jul 2022 | — |
| Bright Futures Wealth Management LLC | Finance Internship | May 2013 to Jul 2015 | — |
Education
Niagara University
Bachelor of Science (B.S.), Finance
2011 — 2015
McQuaid Jesuit High School
2007 — 2011
Skills & Expertise
Others at Atomi Financial Group, Inc. (4)
| Name | Role | Location |
|---|---|---|
 | Head of Trading | Charlotte, NC , United States |
 | Senior Portfolio Manager | Dayton, OH , United States |
 | Sr. Investment Manager | Fremont, CA , United States |
 | Chief Investment Officer | CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
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 | Portfolio Manager and Macro Strategist | Donald Smith & Co. Inc. | New York, NY , United States |
N Newton Chung | Manager, Head Trader | Bristol John W & Co. Inc. /ny/ | NJ , United States |
C Charles Mott | Partner | Bristol John W & Co. Inc. /ny/ | Hampton Bays, NY , United States |
 | Partner, Portfolio Manager | Neville Rodie & Shaw Inc. | New York, NY , United States |
 | Portfolio Manager; Vice President | Neville Rodie & Shaw Inc. | New York, NY , United States |
