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Alexis I. Cole
Vice President

At California Capital Management, Alexis works side by side with Greg Zedlar assisting with the strategic operations of the practice. Her focus is on keeping the practice running effectively today and implementing strategies that will make the company stronger in the future. Alexis’s role encompasses technology, cultivating relationships with product companies, event coordination and intern management.

Alexis creates and implements our team’s events, which include client appreciation events such as our annual holiday party and educational seminars for the practice.

Alexis also recruits, trains and manages each of our intern classes. Interns are trained to assist in select parts of client service and are also introduced to a career in financial services.

Alexis comes to California Capital Management with eight years of experience in relationship management in the financial services and technology industries. Alexis has worked with a variety of companies, ranging from the two Internet start-ups where she was part of a small, close-knit team, to Fortune 500 companies where she worked with senior-level managers and executives.

Alexis holds a Bachelors of Arts in International Business from Loyola Marymount University.

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