Cole Davidson
Complex Asset Specialist
Cole Davidson has years of experience, deep expertise, and comprehensive support for complex asset contributions.
Book a Meeting with Me
Serving Financial Advisors and their Clients in the East Coast
Let’s talk about donating complex assets through your Donor-Advised Fund. I help clients contribute:
- Private business interests
- Real estate
- Alternative investments
- Cryptocurrency
- Restricted or publicly traded stock
- Other illiquid assets
