Colin is a Portfolio Analyst servicing clients by providing direct support to the Portfolio Managers. He prepares reports and provides analysis for client meetings and requests. He administers, monitors and troubleshoots accounts on a regular basis and assists in reviewing investments and rebalancing portfolios alongside the Portfolio Manager. As a member of the firm’s Investment Committee, he is responsible for research and analysis of various sectors and fund holdings.
Prior to his current duties, Colin was a Data Associate responsible for client onboarding, data retention, and data reconciliation. Before joining the firm, he worked for Northwestern Mutual. There he earned his life and health insurance producer’s licenses and coordinated with Wealth Management Advisors to service insurance-based products.
Colin lives in Beacon Hill, Massachusetts and has been with Northeast since 2020. Colin is a member of the CFA Institute and the CFA Society Boston.
Education & Certification
Union College, B.A. – 2019
Chartered Financial Analyst®