Colton is our firm’s Portfolio Manager. Colton executes trades, develops performance reports for the Investment Committee, and constructs bond ladders for our clients’ portfolios. When he’s not busy with trades, he also conducts ad hoc mutual fund and individual stock reviews and analyzes portfolio positions alongside our Advising team. Colton also specializes in complex asset movement requests, including gifting securities through charitable contributions and donor-advised funds.
Colton originally joined our team as a Client Service associate in August 2016, following his internship with us. After working closely with our clients during the planning and onboarding stages of our services for a little over a year, Colton’s excellent attention to detail accelerated his role in trading. He is currently studying and working toward becoming a Chartered Mutual Fund Counselor (CMFC®) professional.
Colton grew up in Cary, NC, and attended East Carolina University before transferring and graduating from NC State with a B.S. in Business Administration with a concentration in Finance in May 2017. He has a strong interest in personal finance and is excited to have started his career with Financial Symmetry because of the vast resources and experience.
Growing up, Colton was an active motocross racer and still enjoys riding occasionally but now finds more enjoyment in watching his two brothers compete professionally. After work, Colton likes to cycle with local bike shops, and spend time with his family which includes their new puppy named Jax.
