Richard Cole

Richard Cole, Partner
Brief info

Prior to joining Surfside Capital, Richard Cole was Managing Director, Global Head of Financial Planning & Analysis at Nuveen Investments, the Asset Management business of TIAA. At Nuveen, he directed all financial planning and analysis activities for this $938 billion asset manager. Rich was the lead finance manager responsible for the transformational synergies as a part of TIAA’s purchase of Nuveen Investments. He was also the key financial leader in the development and evaluation of the firms’ strategic growth agenda, plans and analysis. Earlier in his career, Rich gained extensive experience in all areas of corporate finance, strategy, M&A, profitability analytics and measurement, pricing models as well as governance, with State Street Global Advisors, Old Mutual Asset Management and Bank of New York Asset Management.

Rich holds a bachelor’s degree in Finance from University of Massachusetts, Dartmouth. He has completed additional training including project management, effective leadership, team development, continuous improvement and is White Belt Lean Six Sigma certified.