Cole Walton, CFP® is a Director and Client Advisor at Freestone Capital Management since August 2021, where a comprehensive suite of services is provided to address clients' financial complexities and long-term goals. Prior to this role, Cole served as a Senior Advisor and later as an Advisor at Pathstone from November 2017 to August 2021, following the acquisition of Cornerstone Advisors in October 2020. Earlier experience includes working as a Tax Specialist at Amazon for a brief period in late 2017 and holding finance and accounting internships at Tri Marine Group in 2016 and 2015 respectively. Cole holds a Bachelor’s degree in Finance & Business Economics and an MBA in Finance from Sacred Heart University.
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