Cole Helton
Finance and Accounting major at Baylor University
- Role
- Associate Wealth Advisor at Beacon Pointe
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Cole Helton
I am a Finance and Accounting student at Baylor University with a 3.66 GPA, recognized for academic excellence through multiple scholarships. As a Large Cap Portfolio Analyst for Baylor’s $16 million student-run investment fund, I manage $2.9 million in holdings, analyzing market trends and delivering strategic investment recommendations. I also serve as a Financial Modeling Teacher’s Assistant, where I support over 130 students in mastering financial concepts. My experience extends beyond the classroom, including coaching youth soccer at Warrior Way and volunteering with Mobile Loaves & Fishes to serve the homeless. I’m passionate about finance, renewable energy, and outdoor activities such as hiking and mountain biking, always eager to explore opportunities where my skills can make a meaningful impact.
Experience
Associate Wealth Advisor
Sep 2025 — Present · Dallas, TX, US
Education
Texas Tech University
Wind energy, Engineering
McLennan Community College
Accounting and Finance
Baylor University
Finance & Accounting
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