Director of Strategy and Growth

As Director of Advisory Services & Strategy at Portfolio Solutions®, Colin works with our Financial Advisors and Client Relationship Managers. His mission to provide an unparalleled client experience drives his work in furthering initiatives dedicated to the growth, support, and strategy of the advisory team. He also works alongside our Financial Advisors to ensure that our clients’ plans are aligned with their long-term financial goals and needs. Colin is also responsible for developing, communicating, executing, and sustaining firm-wide strategic initiatives.

Colin earned his Bachelor of Science degree in Business Management from Keene State College. He has also attained the CERTIFIED FINANCIAL PLANNER™ certification. Colin has over 14 years of industry experience, including leadership and financial advisor roles at major financial institutions. He also serves on Fairfield University’s Financial Planning Advisory Board and the Financial Planning Association Board of Fairfield County, Connecticut.


Areas of Expertise:

  • Wealth Management
  • Financial Life Planning
  • Investment Guidance
  • Family Dynamics
  • Estate & Legacy Planning
  • Tax & Benefits Planning
  • Wealth Transfer Strategies
  • Risk Management
  • Asset Protection