Cole Hickman
Portfolio Manager at GenCrest Capital Partners
- Role
- Portfolio Manager at Gencrest Capital Partners
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Cole Hickman
Portfolio Manager – Registered Options Principal (ROP) at GenCrest Capital Partners overseeing high net-worth family’s wealth.Cole manages the firm’s day to day hedging operations and plays a key role in research management. Hedging operations entails principal protection, reducing downside volatility, and alpha generation on a risk adjusted return basis. This involves trading derivatives in the options market. Services include financial planning, wealth management, financial advisory and financial analysis, with a strong focus on research analysis and understanding financial metrics and industry offered through registered representatives of The Strategic Financial Alliance, Inc.(SFA), member FINRA, SIPC. Advisory services offered through registered investment adviser representatives of Strategic Blueprint LLC. SFA and Strategic Blueprint are affiliated through common ownership but otherwise unaffiliated with GenCrest Capital Partners.Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site. Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc, its officers, directors, employees or associated persons.
Experience
Portfolio Manager
Jan 2021 — Present · Greensboro, NC, US
Currently serve on HFO Portfolio Management Team as a Registered Options Principal. Area of focus involves downside protection by implementing various option strategies. Hedging buffers actively applied and monitored daily. Portfolios operate under active and tactical management tailored to individual needs. Securities offered through registered representatives of The Strategic Financial Alliance, Inc.(SFA), member FINRA, SIPC. Advisory services offered through registered investment adviser representatives of Strategic Blueprint LLC. SFA and Strategic Blueprint are affiliated through common ownership but otherwise unaffiliated with Hutchinson Family Offices.
Education
Texas State University
Bachelor's Business Administration, Finance
College for Financial Planning
Financial Planning and Services
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