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Cole Walton

Advisor

    Cole Walton is an Advisor in Pathstone’s Bellevue, WA office, serving as a main point of contact for many of the firm’s high-net-worth clients. Cole works alongside Directors and Managing Directors to provide families personalized advice utilizing the wide range of services offered by Pathstone. He is driven by teaming up with families to set goals and implement plans that help reach their short-term, long-term, and legacy objectives.

    Cole joined Pathstone from Cornerstone Advisors, where he started in 2017 following graduation from Sacred Heart University in Fairfield, CT. He graduated with an MBA and Bachelor of Science degrees in Finance and Business Economics from the Jack Welch School of Business. Throughout his time at SHU, Cole balanced academics with athletics while playing for the Division I Basketball Team.

    He is in the process of completing the education requirement and plans to sit for the Certified Financial Planning exam in 2021.

    In his free time, Cole enjoys staying active through basketball, pickleball, Peloton rides, and hiking. He is a big Seattle sports fan that cannot wait for an NBA team to land in Seattle (any day now!).

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    Client Service Team

    Investment Advisory

    Office

    Bellevue, WA

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    Cole Walton is an Advisor in Pathstone’s Bellevue, WA office, serving as a main point of contact for many of the firm’s high-net-worth clients. Cole works alongside Directors and Managing Directors to provide families personalized advice utilizing the wide range of services offered by Pathstone. He is driven by teaming up with families to set goals and implement plans that help reach their short-term, long-term, and legacy objectives.

    Cole joined Pathstone from Cornerstone Advisors, where he started in 2017 following graduation from Sacred Heart University in Fairfield, CT. He graduated with an MBA and Bachelor of Science degrees in Finance and Business Economics from the Jack Welch School of Business. Throughout his time at SHU, Cole balanced academics with athletics while playing for the Division I Basketball Team.

    He is in the process of completing the education requirement and plans to sit for the Certified Financial Planning exam in 2021.

    In his free time, Cole enjoys staying active through basketball, pickleball, Peloton rides, and hiking. He is a big Seattle sports fan that cannot wait for an NBA team to land in Seattle (any day now!).