Loren Cole is Senior Vice President – Financial Advisor at RBC Wealth Management in the Midtown New York Office. His teams primary focus is working with high net worth individuals, family offices, corporations, and select money managers. During Loren’s 20 year career in financial services he has developed a deep understanding of global markets as well as portfolio construction. We build portfolios consisting of individual stocks, bonds, option overlay strategies, and alternative investments. Every client has different objectives so our team tailors customized portfolios for each individual and family. While portfolios may differ, each one’s core structure starts with income generating securities which we believe is paramount to successful long-term investing. No matter your age or risk tolerance, our knowledgeable team will take the time to understand your financial needs and goals. By doing so we will be able to design a portfolio to meet your long term objectives. While Loren’s primary focus is portfolio creation, with his experienced team he assists clients with all aspects of wealth management including personal banking. When you choose to work with Loren you will have access to tax and wealth strategists, insurance consulting as well as all of the benefits you would expect from a world class private bank. Personal and business credit lines, commercial banking, and equipment financing (including jet financing) are just a few of the services we offer our clients. It is our goal to provide every client exceptional customer service combined with the best banking capabilities.
Listed skills include Investments, Portfolio Management, Equities, Capital Markets, and 6 others.
