Cole Pearson

President at

OneAscent Investment Solutions LLC

Finance

Consumer Services

Profile

Mr. Cole Pearson is a President of Investment Solutions at OneAscent Investment Solutions LLC.
Prior to joining OneAscent in 2018, he was a Senior Investment Associate for Eventide Asset Management serving in similar capacities both on the sales/marketing and portfolio management teams.
He holds a B.S.
in International Finance as well as a minor in Mandarin-Chinese from the University of Alabama and is a CFA Level III Candidate.

Cole Pearson active positions

Companies	Position	Start
OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC Investment ManagersFinance OAIS methods of analysis may include, but are not limited to, Values-Based Investing, Lifecycle Analysis, Fundamental Analysis, Charting Analysis, Technical Analysis, and Quantitative Analysis.	President	01/01/2022

All active positions of Cole Pearson

Former positions of Cole Pearson

Companies	Position	End
Eventide Asset Management LLC Eventide Asset Management LLC Investment ManagersFinance Eventide uses values-based analyses and fundamental, technical and risk analyses in selecting and recommending securities for investment. The firm also engages with sub-advisers concerning values-based criteria in connection with fixed-income securities held by certain Funds. Their investment process begins with a top-down analysis to select a variety of asset classes and/or sectors believed to offer opportunities for current income and/or capital appreciation. Eventide manages portfolios actively and this may involve frequent trading that negatively affects investment performance and increases transaction costs and taxes.	Corporate Officer/Principal	01/06/2018

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Linked companies

Private companies	3
Eventide Asset Management LLC Eventide Asset Management LLC Investment ManagersFinance Eventide uses values-based analyses and fundamental, technical and risk analyses in selecting and recommending securities for investment. The firm also engages with sub-advisers concerning values-based criteria in connection with fixed-income securities held by certain Funds. Their investment process begins with a top-down analysis to select a variety of asset classes and/or sectors believed to offer opportunities for current income and/or capital appreciation. Eventide manages portfolios actively and this may involve frequent trading that negatively affects investment performance and increases transaction costs and taxes.	Finance
The University of Alabama School of Medicine The University of Alabama School of Medicine Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC Investment ManagersFinance OAIS methods of analysis may include, but are not limited to, Values-Based Investing, Lifecycle Analysis, Fundamental Analysis, Charting Analysis, Technical Analysis, and Quantitative Analysis.	Finance