Philip Cole

Philip Cole is a Senior Client Portfolio Manager at Meritage Portfolio Management in Kansas City, Missouri, where he serves as a member of the investment team. In this role, he advises clients and prospects on asset allocation, style diversification, and financial planning, ensuring alignment with Meritage’s investment strategies and insights. He has particular expertise in guiding clients through broad portfolio construction, spanning equities, fixed income, and alternative assets, with a focus on diversified asset management for private and institutional clients.

Philip brings over a decade of experience in investment management, private banking, and client relationship advisory, having previously served as Vice President, Private Client Advisor and Assistant Vice President, Portfolio Manager at Bank of America Private Bank. His career encompasses investment research and portfolio management, with a strong background in building long-term wealth strategies and customizing solutions for high-net-worth individuals and families.

He holds the Chartered Financial Analyst (CFA) designation and earned a Bachelor of Science in Finance and Economics from the University of Kansas, after attending Northeastern University for music business studies. Philip has contributed to Meritage’s published investment insights and serves his community through nonprofit board leadership and service, blending financial expertise with a commitment to client and community success.