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Cole Bechtel
Public Markets Research, Student Finance Education
I'm Cole Bechtel, an economics student at UC Santa Barbara and president of UCSB's Investment Connection. I'm passionate about markets and investing, and I spend a lot of my time working on public markets research, investor communication, and building hands-on finance experiences for students.
Book a Free 30-min SessionWhy I Mentor
I know how intimidating it can feel to start learning about investing and personal finances. For a lot of people, even asking the first question takes courage because the stock market seems so dense or reserved for experts. The truth is, in the right environment with the right guidance, anyone can learn how to navigate it. I mentor to create that space, where questions are encouraged, concepts are broken down clearly, and students can see that the stock market really is for everyone.
Work Experience
President
UCSB Investment Connection
Feb 2025 – Present • Santa Barbara, CA
Leading UCSB's premier investment organization, organizing educational events and building hands-on finance experiences for students.
Portfolio Manager & Equity Research
UCSB Dean's Investment Group
Mar 2025 – Present • Santa Barbara, CA
Managing portfolios and conducting equity research, building models and tracking catalysts for real companies.
Asset Management & Research Intern
MKT Advisors LLC
Jan 2025 – Present
Supporting asset management operations and conducting investment research.
Investment Analyst
Bullprint LLC
May 2023 – Present
Conducting investment analysis and research to support investment decisions.
Education
University of California, Santa Barbara
B.A. Economics (in progress)
Currently pursuing a Bachelor's degree in Economics with a focus on financial markets and investment analysis.
Santa Monica College
Coursework prior to transfer
Completed foundational coursework before transferring to UC Santa Barbara.
Ready to Start Your Investment Journey?
Book a free 30-minute consultation with Cole to get personalized guidance on investing, public markets research, and building your finance knowledge.
Schedule Your Free Session