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Provident Oak Financial LLC.
Home
About Us
Our Services
  • Our Process
  • Values -Based Investing
  • Financial Planning
  • Special-Needs Planning
  • Financial Coaching
  • Insurance Solutions
  • Charitable Giving
Insights
  • Noise Reduction Podcast
  • Blog
  • AOTM
  • Money Minute
  • Videos
Client Login
Contact Us
Monthly Market Watch
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  • Home
  • About Us
  • Our Services
    • Our Process
    • Values -Based Investing
    • Financial Planning
    • Special-Needs Planning
    • Financial Coaching
    • Insurance Solutions
    • Charitable Giving
  • Insights
    • Noise Reduction Podcast
    • Blog
    • AOTM
    • Money Minute
    • Videos
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Cole Pearson

   Cole Pearson serves as President, of Investment Solutions for OneAscent. Cole’s responsibilities include leading the asset management arm of OneAscent, overseeing the OneAscent Investment Committee, assisting with business development opportunities, and leading OneAscent’s strategic ministry efforts.

Prior to joining OneAscent in 2018, Cole was a Senior Investment Associate for Eventide Asset Management serving in similar capacities both on the sales/marketing and portfolio management teams. He holds a B.S. in International Finance as well as a minor in Mandarin Chinese from the University of Alabama and is a CFA Level III Candidate.

Cole enjoys spending time with his wife, Hannah, and their three young sons. Cole and his family are active members of Covenant Presbyterian Church where he occasionally teaches adult Sunday School classes.

Copyright © 2024 Provident Oak Financial LLC. - All Rights Reserved.


 

 Investment advice is offered through OneAscent Financial Services, LLC, d/b/a Provident Oak Financial, LLC, a Registered Investment Adviser with the United States Securities and Exchange Commission. Registration as an investment adviser does not imply any certain degree of skill or training. 

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