Carolyn J. (Cali) Cole is Chairman and Founder of both The Cole Group (a consultant to family offices and non-profit organizations), and The Institute of Economics and Finance (provides financial education). A trusted advisor to corporations, financial institutions, endowments, foundations, non-profit organizations, and individuals for over three decades, Ms. Cole has an extensive record of success in many areas of financial services and investment management. She has held senior executive positions at Citigroup, RBC Dain, and UBS. She is a member of numerous professional organizations, including the CFA Institute, the Economic Club of New York, and the YWCA Academy of Women Leaders. Her current non-profit board positions include The Overbrook Foundation (Chairman), Girls Inc. of New York City (Treasurer and head of Finance Committee), National Advocates for Pregnant Women, and the Beatrix Farrand Garden Association. She previously served on the board of the UFT Charter Schools in New York City.
Ms. Cole attended Vassar College and the Leonard N. Stern School of Business Administration, New York University, and has lectured at the Harvard Business School, the Sloan School of Business at MIT, the Wharton School of Business at the University of Pennsylvania, and the University of Rochester Simon School of Business.