Colin is responsible for the analysis of client investment portfolios for The Wealth Office®. He assists in the servicing of clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. Prior to joining the firm in 2022, he was an Officer – Senior Investment Performance Analyst at Northern Trust. Colin earned his Bachelor’s in Finance from Lake Forest College. In his free time, he enjoys backpacking, cooking and playing the cello.
