Profile
Mr. Cole A. Ellefson, CFA, is a Research Analyst at Riverbridge Partners LLC.
In his role, Mr. Ellefson is responsible for performing investment research for Riverbridge’s Income and Stability investment strategies.
He started his career at Riverbridge as part of the trading and operations team.
Prior to joining Riverbridge, Mr. Ellefson worked as a performance analyst at Pavilion Advisory Group.
He received his Bachelor of Science in Finance from Saint Cloud State University with an economics minor.
He is a member of the CFA Institute and the CFA Society of Minnesota.
Cole Allen Ellefson active positions
| Companies | Position | Start |
|---|---|---|
Riverbridge Partners LLC
Riverbridge Partners LLC Investment ManagersFinance Riverbridge seeks to invest in high-quality companies that demonstrate the ability to grow in value over time. The firm builds strategies or portfolios by identifying well-managed companies that are diversified in their sources of earnings and have a sustainable competitive differentiation. They generally invest in growth equity securities of companies of any size, including small and mid-cap companies. Their portfolio turnover is generally less than 30% annually. The Riverbridge portfolios generally seek to remain fully invested at all times; cash is a residual of their investment process. | Analyst-Equity | 01/08/2017 |
Training of Cole Allen Ellefson
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| Private companies | 2 |
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Riverbridge Partners LLC
Riverbridge Partners LLC Investment ManagersFinance Riverbridge seeks to invest in high-quality companies that demonstrate the ability to grow in value over time. The firm builds strategies or portfolios by identifying well-managed companies that are diversified in their sources of earnings and have a sustainable competitive differentiation. They generally invest in growth equity securities of companies of any size, including small and mid-cap companies. Their portfolio turnover is generally less than 30% annually. The Riverbridge portfolios generally seek to remain fully invested at all times; cash is a residual of their investment process. | Finance |
St. Cloud State University
St. Cloud State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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