Colin is a Portfolio Assistant 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. Prior to his current duties, Colin was a Data Associate responsible for client onboarding, data retention, and data reconciliation. Colin is a Level II candidate in the CFA Program.
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. In addition to insurance, Colin collaborated with a team of investment professionals at the firm to open and maintain investment accounts.
Colin lives in Somerville, Massachusetts and has been with Northeast since 2020.
Union College, B.A. – 2019