Colton is Financial Symmetry’s Portfolio Manager and a member of the firm’s Investment Committee. He works closely with advisors to implement and monitor client portfolios, oversees trade execution, and contributes to investment research and strategy discussions. He also analyzes mutual funds and individual stocks, providing insights to support investment decisions. In addition, Colton specializes in complex asset movements, including account rollovers and gifting securities through charitable contributions and donor-advised funds.
Colton joined Financial Symmetry in 2016 as a Client Service Associate after completing an internship with the firm. His keen attention to detail and strong interest in investment management led to a natural transition into trading and portfolio management. He earned his Series 65 certification and holds a B.S. in Business Administration with a concentration in Finance from NC State University.
Originally from Cary, NC, Colton has always had a passion for personal finance and investing. Outside of work, he enjoys cycling, spending time with family, and following motocross—an interest sparked by his own years of competitive racing. He and his wife were married in 2023 and are excited to welcome their first child in April 2025.
