Cole Edward Durkin

Analyst-Equity at Insight Wealth Strategies LLC

Finance

Consumer Services

Profile

Mr. Cole E.
Durkin, CFA, is a Portfolio Manager at Insight Wealth Strategies LLC.
Mr. Durkin's responsibilities are researching and constructing, and managing portfolios for clients and advisors.
Mr. Durkin began his career with Sagemark Consulting in 2016 as an investment support specialist where he assisted with portfolio management for a team of advisors.
He received his BBA in Finance from Lamar University.

Cole Edward Durkin active positions

Companies	Position	Start
Insight Wealth Strategies LLC Insight Wealth Strategies LLC Investment ManagersFinance Insight Wealth Strategies LLC (IWS) is an independent, SEC-registered investment adviser and wealth management firm headquartered in San Ramon, California. The firm was founded by David N. Chazin in 2002. IWS provides investment advisory services to high-net worth individuals and other types of clients.	Analyst-Equity	01/01/2018

All active positions of Cole Edward Durkin

Former positions of Cole Edward Durkin

Companies	Position	End
Sagemark Cos. Ltd. Sagemark Cos. Ltd. Financial ConglomeratesFinance Sagemark Cos. Ltd. operates as a development stage company. Previously, it owned, operated and/or managed out-patient medical diagnostic imaging centers that offered positron emission tomography, and positron emission tomography and computed tomography imaging, a medical imaging procedure used by physicians to assist in the diagnosis, staging and treatment of cancers and other illness and disease. The company was founded in 1961 and is headquartered in New York, NY.	Corporate Officer/Principal	01/01/2018

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Training of Cole Edward Durkin

Lamar University

Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	2
Insight Wealth Strategies LLC Insight Wealth Strategies LLC Investment ManagersFinance Insight Wealth Strategies LLC (IWS) is an independent, SEC-registered investment adviser and wealth management firm headquartered in San Ramon, California. The firm was founded by David N. Chazin in 2002. IWS provides investment advisory services to high-net worth individuals and other types of clients.	Finance
Sagemark Cos. Ltd. Sagemark Cos. Ltd. Financial ConglomeratesFinance Sagemark Cos. Ltd. operates as a development stage company. Previously, it owned, operated and/or managed out-patient medical diagnostic imaging centers that offered positron emission tomography, and positron emission tomography and computed tomography imaging, a medical imaging procedure used by physicians to assist in the diagnosis, staging and treatment of cancers and other illness and disease. The company was founded in 1961 and is headquartered in New York, NY.	Finance