Jeff Colin

Jeff Colin is a seasoned financial executive with extensive experience in catering to high net worth individual clients and establishing businesses tailored for this target market.

His areas of expertise lie in asset allocation, manager selection across traditional and non-traditional asset classes, concentrated equity management, portfolio construction, and comprehensive wealth planning.

His specialties include asset allocation strategies, traditional and non-traditional asset class investments, high net worth advisory services, involvement with dimensional fund advisors, ETFs, private equity, hedge funds, PIMCO, taxable investing, and adopting an endowment approach.

Jeff Colin holds a Master of Business Administration (MBA) degree with a focus on Finance and Accounting from Northwestern University's Kellogg School of Management. He also completed his Bachelor of Science degree at Northwestern University.

Throughout his career, Jeff Colin has held key roles in various esteemed organizations. He served as a Senior Advisor at Generate Capital, Inc., a Partner at Baker Street Advisors, LLC, a Member of the Board of Trustees for the Rimrock Core Bond Fund at Rimrock Capital Management, LLC, a Managing Director at Deutsche Bank Alex. Brown, the Head of Wealth Planning Services at Deutsche Bank Alex Brown, a Managing Director at Robertson Stephens, a Managing Director at myCFO, and a Vice President at Goldman Sachs.