Cole Moniz

Investment Analyst, Investment Operations

Cole is a seasoned portfolio analyst with extensive experience in wealth management, investment analysis, and financial modeling. At Americana Partners, he supports the asset allocation process for all clients and is responsible for monitoring new and existing investment opportunities. His broad experience in investment strategy, risk analysis, and market research enables him to identify and tailor investment solutions to meet clients’ needs.
Cole began his career at Bel Air Investment Advisors, where he built a strong foundation in portfolio analytics and investment strategy execution for ultra-high-net-worth clients. Later at Bel Air, he worked on the municipal bond desk, managing separately managed accounts covering $3.6 billion in AUM. His background also includes roles in performance analytics and business development at Capital Group, where he leveraged financial insights to drive revenue growth. Cole has further expertise in asset allocation, cash management, and investment strategy execution, with a proven track record of optimizing portfolio analytics and operational efficiencies.
In his free time, Cole enjoys live music, beach volleyball, and spending time with friends and family.