Xavier Cole
About Xavier Cole
Xavier Cole is a Portfolio Implementation and Global Equities Trading Intern at Lazard Asset Management, with a strong background in finance and investment management. He has experience managing a $120,000 stock portfolio and has held various roles at Fairfield University, including Portfolio Manager and Bloomberg Market Concepts instructor.
Work at Lazard Asset Management
Xavier Cole currently serves as a Portfolio Implementation and Global Equities Trading Intern at Lazard Asset Management, a position he has held since 2019. In this role, he collaborates closely with the Portfolio Implementation and Trading teams to implement global investment strategies aimed at generating returns while managing risk exposure for institutional investors. His work involves active engagement in trading and portfolio management, contributing to the firm's objectives in the competitive asset management landscape.
Current Role at Fairfield University
Xavier Cole has been actively involved at Fairfield University since 2018, where he holds multiple positions. He serves as a Portfolio Manager for the Fairfield Investment Group, overseeing investment strategies and portfolio performance. Additionally, he is involved in the Student Managed Investment Funds, where he applies his knowledge in finance and investment management. His experience at the university enhances his practical skills in portfolio analysis and trading.
Previous Experience at Meridian Risk Management
Before his current roles, Xavier Cole worked at Meridian Risk Management from 2012 to 2019. He held positions as a Finance Intern and a Marketing Intern, gaining valuable experience in financial analysis and marketing strategies. His tenure at Meridian provided him with foundational skills in finance and risk management, which he has applied in his subsequent roles in investment management.
Education and Expertise
Xavier Cole completed his Bachelor of Science degree in Accounting and Finance at Fairfield University, graduating in 2020. Prior to this, he attended Cristo Rey New York High School from 2012 to 2016. His academic background, combined with his practical experience in finance and investment, has equipped him with a strong foundation in both buy-side and sell-side investing, portfolio analysis, and trading.
Investment Portfolio Management
Xavier Cole has managed an actively managed stock portfolio valued at $120,000, focusing on the Russell 2000 Small Cap Index. His approach emphasizes active management of securities across various GICS sectors and industries. This hands-on experience in portfolio management reflects his strong passion for investment strategies and trading.