Cole Fleischmann
Investment Analyst at Endowment Wealth Management
- Role
- Investment Analyst at Endowment Wealth Management, Inc.- A Multi-Family Office
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Cole Fleischmann
CFA Level II Candidate | Investment Analyst focused on endowment-style portfolios. Experienced in alternative investment due diligence, portfolio construction, and risk management. At my RIA, I research private equity, credit, and hedge funds, execute ETF model portfolios, and build frameworks that improve consistency in investment decisions. Skilled with Morningstar Direct, YCharts, and Aladdin, I deliver process-driven strategies for long-term, diversified client outcomes.
Experience
Investment Analyst
Endowment Wealth Management, Inc.- A Multi-Family Office
Apr 2025 — Present · Appleton, WI, US
Perform due diligence on private equity, private credit, and hedge fund managers while monitoring portfolios across private and public markets. Lead ETF trading for 10 model portfolios with zero execution errors, and create standardized frameworks to enhance manager evaluation.
Education
University of Wisconsin-Madison
Bachelor of Science (B.S.), Personal Finance
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