About
President & Chief Investment Officer (CIO) at a Registered Investment Advisory Firm and…
Articles by John Cole
Activity
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LIVE from Schwab Impact! Many thanks to Oliver Renick of Schwab Network from the floor of the conference. Rates! NOT necessarily inflation. The…
LIVE from Schwab Impact! Many thanks to Oliver Renick of Schwab Network from the floor of the conference. Rates! NOT necessarily inflation. The…
Liked by John Cole Scott
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For the 19th time in the last 20 years, William & Mary produced the highest Federal Graduation Rate among all Division I public institutions in the…
For the 19th time in the last 20 years, William & Mary produced the highest Federal Graduation Rate among all Division I public institutions in the…
Liked by John Cole Scott
Experience
Education
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The College of William and Mary
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Activities and Societies: Sigma Mu Sigma, Phi Mu Alpha Sinfonia, Cleftomaniacs, Sailing, Student Assembly, Class Officer, Opera Workshop.
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Activities and Societies: Model UN, Thespians, Cross Country, Photography Editor of The Match (School Magazine), Darr-Davis Investment Board
Licenses & Certifications
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Certified Fund Specialist
Institute of Business & Finance
Credential ID CRD# 4364191
Organizations
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William & Mary Foundation: 1693 Partners Fund
WMAA Board Observer
- PresentI represent the interests of the WMAA's investments managed by the in the William & Mary Endowment. The 1693 Partners Fund is a non-profit, nonstock corporation organized under Virginia law for exclusively charitable and educational purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code of 1986 and more specifically to serve as a pooled investment vehicle to invest and hold the designated investment assets of eligible organizations that support William & Mary. The…
I represent the interests of the WMAA's investments managed by the in the William & Mary Endowment. The 1693 Partners Fund is a non-profit, nonstock corporation organized under Virginia law for exclusively charitable and educational purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code of 1986 and more specifically to serve as a pooled investment vehicle to invest and hold the designated investment assets of eligible organizations that support William & Mary. The affairs of the 1693 Partners Fund are managed by its Board of Trustees. William & Mary is a public university, but receives less than 11 percent of its operating budget from the Commonwealth of Virginia. Private funds are critical to preserving and growing the excellence of the educational experience at the university.
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William & Mary Alumni Assiciation
Board of Directors / Past Treasurer - Executive & Finance & Investment Committee
- PresentThe William & Mary Alumni Association was founded in 1842 and is the sixth-oldest such organization in America. All graduates and former students of the College of William and Mary are considered members of the Alumni Association. The Alumni Association is an independent, nonprofit organization that serves William and Mary and its many alumni, students, parents and friends. The mission of the Alumni Association is to provide services and avenues for alumni and friends of William & Mary to…
The William & Mary Alumni Association was founded in 1842 and is the sixth-oldest such organization in America. All graduates and former students of the College of William and Mary are considered members of the Alumni Association. The Alumni Association is an independent, nonprofit organization that serves William and Mary and its many alumni, students, parents and friends. The mission of the Alumni Association is to provide services and avenues for alumni and friends of William & Mary to develop loyalty to, understanding of, and lifelong participation in the present and future of the university. Treasurer & Chair of the Finance & Investment Committee July 2021 to June 2023 Executive Committee July 2021 to June 2025.
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Richmond Association for Business Economics (RABE)
Past Board Member, Current Member
- PresentThe Richmond Association for Business Economics (RABE) is a non-profit, non-partisan professional association that provides educational and networking opportunities for individuals interested in economics and its application to public policy. We are registered with the IRS as a 501(c)3 educational organization. Our association was founded in 1984, to bring together individuals from all areas of business throughout the metro Richmond area. RABE members come from many professions…
The Richmond Association for Business Economics (RABE) is a non-profit, non-partisan professional association that provides educational and networking opportunities for individuals interested in economics and its application to public policy. We are registered with the IRS as a 501(c)3 educational organization. Our association was founded in 1984, to bring together individuals from all areas of business throughout the metro Richmond area. RABE members come from many professions, including business economics, real estate, university education, central banking, state and local government, and financial consulting. We hold Economic Issues luncheons and other events six times each year. At these events, we discuss issues of common interest, share experiences and ideas, highlight the contributions that business economists can make in the workplace, and to promote research and further study of economic issues, as they relate to public policy.
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The New York State Society of The Cincinnati
Hereditary Member, Treasurer, Co-Chair Investment Committee and Standing Committee
- PresentThe Society of The Cincinnati is the nation's oldest patriotic organization, founded in 1783 by the officers of the Continental army to perpetuate friendships forged in war and to preserve the memory of The American Revolution. The modern Society of the Cincinnati, with headquarters at Anderson House in Washington D.C., maintains that historic fellowship and promotes scholarship on the Revolutionary War as well as popular appreciation of the contributions made by American and French officers to…
The Society of The Cincinnati is the nation's oldest patriotic organization, founded in 1783 by the officers of the Continental army to perpetuate friendships forged in war and to preserve the memory of The American Revolution. The modern Society of the Cincinnati, with headquarters at Anderson House in Washington D.C., maintains that historic fellowship and promotes scholarship on the Revolutionary War as well as popular appreciation of the contributions made by American and French officers to the achievement of American independence. John represents his five times great-grandfather Surgeon's Mate Isaac Ledyard of The First New York Regiment. Assistant Treasurer 2017 to 2022 Treasurer 2022 to Present Co-Chair Investment Committee 2023 to Present
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The Greater Richmond Area William & Mary Alumni Board
Past President, Membership Chair
-Help connect local alumni to The College of William and Mary. Plan social, networking, cultural and service projects for alumni to be involved in the community. In 2007, founded and was the event's organizer through 2011 for a homecoming tent for W&M Alumni who graduated 1996-2006 through a volunteer grass-roots organization unaffiliated with The W&M Alumni House, The College of William and Mary or The Tribe Club.
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The Virginia Museum of Fine Arts Business Council
Treasurer & Membership Chair
-The Business Council at The VMFA is the support group that is for the business minded patron and is focused on connecting the Virginia business community to the museum and increasing Corporate Patrons memberships.
More activity by John Cole
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Looking forward to speaking next month @ IPA Connect.
Looking forward to speaking next month @ IPA Connect.
Shared by John Cole Scott
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🎤#IPAConnect Registered Funds Panel Highlight 🎤 Join us for an insightful session that merges current market practices with future-focused…
🎤#IPAConnect Registered Funds Panel Highlight 🎤 Join us for an insightful session that merges current market practices with future-focused…
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Always great to spend time with members of the Virginia congressional delegation, who provide ideas, partnership and support for the work we do for…
Always great to spend time with members of the Virginia congressional delegation, who provide ideas, partnership and support for the work we do for…
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At Lind Capital, we believe in keeping our team ahead of the curve by staying up-to-date with the latest market trends. That’s why we make it a point…
At Lind Capital, we believe in keeping our team ahead of the curve by staying up-to-date with the latest market trends. That’s why we make it a point…
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We are still working on the firm's new website, but thought it would be nice to show off the new CEF Advisors' logo (after 22 years of the old logo).…
We are still working on the firm's new website, but thought it would be nice to show off the new CEF Advisors' logo (after 22 years of the old logo).…
Shared by John Cole Scott
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There is greatness and then there is Jimmy the K (Jim Keenan) greatness and I was super fortunate to be in his presence at the Expect Miracles…
There is greatness and then there is Jimmy the K (Jim Keenan) greatness and I was super fortunate to be in his presence at the Expect Miracles…
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I am excited to announce that I have joined the High Yield Municipal Credit team at First Eagle Investments. I am grateful and thrilled for the…
I am excited to announce that I have joined the High Yield Municipal Credit team at First Eagle Investments. I am grateful and thrilled for the…
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This week, I will be moderating a panel at the Active Investment Company Alliance 2024 Fall Roundtable on November 13. The conference, now in its…
This week, I will be moderating a panel at the Active Investment Company Alliance 2024 Fall Roundtable on November 13. The conference, now in its…
Liked by John Cole Scott
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Brought 35 William & Mary students up to W&M Washington Center yesterday for site visits around DC and then a panel discussion on AI Regulation in…
Brought 35 William & Mary students up to W&M Washington Center yesterday for site visits around DC and then a panel discussion on AI Regulation in…
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Thrilled to see our closed-end fund, the Nuveen Municipal Value Fund, Inc. (Ticker: NUV), lighting up Times Square! Since its launch in 1987, the…
Thrilled to see our closed-end fund, the Nuveen Municipal Value Fund, Inc. (Ticker: NUV), lighting up Times Square! Since its launch in 1987, the…
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CION Investments and GCM Grosvenor have gotten the go-ahead from the U.S. Securities and Exchange Commission to launch a new fund geared to…
CION Investments and GCM Grosvenor have gotten the go-ahead from the U.S. Securities and Exchange Commission to launch a new fund geared to…
Liked by John Cole Scott
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I had a great trip to NYC! I appeared live on Schwab Network from the NYSE to discuss retail and e-commerce ETFs. (ICYMI...my research note for…
I had a great trip to NYC! I appeared live on Schwab Network from the NYSE to discuss retail and e-commerce ETFs. (ICYMI...my research note for…
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