Colin has been passionate about financial markets and investments since a young age. He studied Economics and Finance at Miami University and Otterbein University, where he also competed in track and field. As Portfolio Manager on the Investment Team, Colin leverages his expertise to deliver meaningful results for clients. Colin has earned the prestigious Chartered Financial Analyst (CFA™) designation, which represents a globally recognized standard in investment management. The CFA Program encompasses a rigorous graduate-level curriculum covering topics such as equities, fixed income, economics, financial reporting, derivatives, and ethics. Dedicated to making a positive impact on our clients, Colin actively contributes to the team’s success and is a member of the CFA Society of Columbus. Born and raised in Westerville, he values quality time with family and friends. In his free time, Colin enjoys traveling, reading, and golfing.