Mr. Cole is a Chartered Financial Analyst and Principal. He serves as Regional Managing Director of Investments and manages the firm’s Global Equity Income strategy, which is designed to provide high current income, income growth, and capital appreciation. His security selection process blends quantitative and fundamental analysis. Jerry has over 45 years of investment analysis and portfolio management experience.
Jerry co-founded Arbor Capital Management in 1995 as its Chief Investment Officer. He co-founded the CFA Society of Buffalo and is a Past-President.