![Cole Edward Durkin](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Cole E.
Durkin, CFA, is a Portfolio Manager at Insight Wealth Strategies LLC.
Mr. Durkin's responsibilities are researching and constructing, and managing portfolios for clients and advisors.
Mr. Durkin began his career with Sagemark Consulting in 2016 as an investment support specialist where he assisted with portfolio management for a team of advisors.
He received his BBA in Finance from Lamar University.
| Sociétés | Poste | Début |
|---|---|---|
Insight Wealth Strategies LLC
 Insight Wealth Strategies LLC Investment ManagersFinance IWS’ investment process helps determine the most appropriate asset allocation for their clients’ unique needs. They rank all assets traded on US exchanges based on risk-adjusted return. The firm’s in-house portfolio management team uses quantitative and fundamental analysis to determine which assets make up our portfolios. Their investment management team continuously monitors and reviews market trends, economic conditions and performance and updates the portfolios as needed. | Analyst-Equity | 01/01/2018 |
| Sociétés | Poste | Fin |
|---|---|---|
Sagemark Cos. Ltd.
 Sagemark Cos. Ltd. Financial ConglomeratesFinance Operates as a development stage company | Corporate Officer/Principal | 01/01/2018 |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 3 |
|---|---|
Sagemark Cos. Ltd.
Sagemark Cos. Ltd. Financial ConglomeratesFinance Operates as a development stage company | Finance |
Lamar University
 Lamar University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Insight Wealth Strategies LLC
Insight Wealth Strategies LLC Investment ManagersFinance IWS’ investment process helps determine the most appropriate asset allocation for their clients’ unique needs. They rank all assets traded on US exchanges based on risk-adjusted return. The firm’s in-house portfolio management team uses quantitative and fundamental analysis to determine which assets make up our portfolios. Their investment management team continuously monitors and reviews market trends, economic conditions and performance and updates the portfolios as needed. | Finance |
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