Colin equates success with helping others make good decisions. This ‘win-win’ philosophy is evident in how he approaches his goal of serving the clients of Glassman Wealth Services.
In his role as Client Advisor, Colin works closely with our clients as part of an interdisciplinary team of investment and financial planning professionals. He helps manage client portfolios, coordinates financial planning initiatives, and takes a proactive approach to communicating with clients about planning opportunities.
Colin originally joined Glassman Wealth as our Client Services & Operations Manager. In that role he not only worked with clients on their daily account needs, but he also mastered our portfolio management system and financial planning software. Since then, he has driven the team to continually improve the ways in which we serve clients.
“I love helping clients do something they didn’t know was possible. Helping others achieve their goals is how I see the value and success in my work.”
Prior to joining Glassman Wealth, Colin was a consultant for Fortigent, an investment research and due diligence firm. While there, he worked with financial advisors across the country serving high net worth clients and families.
Colin is a lifelong learner, voracious podcast listener, and avid reader. He is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Investment Management Analyst® (CIMA), and graduated magna cum laude from Vanderbilt University with a double major in Economics and Spanish.
FACT: Colin is an amateur musician. He plays the guitar and ukulele and is teaching himself to play the mandolin.
Latest posts by Colin Gerrety, CFP®, CIMA® (see all)
- Are Financial Advisors Worth the Cost? - August 28, 2018
- Risk: The Most Important Question To Get Right - June 20, 2018
- Predicting Market Returns: When Average Isn’t the Norm - June 4, 2018