Cole Fleischmann
Investment Analyst @Endowment Wealth Management, Inc.- A Multi-Family Office
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WORK HISTORY
Investment Analyst @Endowment Wealth Management, Inc.- A Multi-Family Office
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
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.
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