Cole Carpenter, CFA, has held various management and analytical roles in the financial services sector, currently serving as Manager of Partner Management and Customer Success at Circle since April 2021. Prior experience includes a Marketing Information Analyst position at Putnam Investments, where responsibilities encompassed managing investment process inquiries and enhancing product messaging for Global Asset Allocation and 37 Capital products. At Brown Brothers Harriman, Cole was a Client Service Associate, focusing on communication and relationship management with major custody clients. Cole's background also includes analytical positions at Mosaic Research Management and GemCap, alongside leadership roles in sailing instruction at Camp Sea Gull. Educational qualifications include a Bachelor of Science degree in Economics from Duke University.
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