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Jonathan Cole, CFA, is a Vice President and Institutional Consultant at Morgan Stanley, where they manage portfolios for ultra-high net worth clients. Previously, Jonathan founded Shoepurgatory LLC, growing it into a successful business before its acquisition in 2016. They hold an MBA in Finance and an MS in Information Systems from Baylor University, where they continue their studies. Jonathan is an active member of several professional organizations and is passionate about promoting financial literacy and micro-entrepreneurship globally.