Colin equates success with helping others to achieve their goals. This ‘win-win’ philosophy is evident in how he thinks about and accomplishes his goal of serving the clients of Glassman Wealth.
In his role as an Associate Client Advisor, Colin works closely with our clients as part of an interdisciplinary team of investment and financial planning professionals. He coordinates financial planning initiatives, facilitates communication between the advisory team and clients, and takes a proactive approach as he anticipates future planning opportunities and discussions.
Colin originally joined the Glassman Wealth team as our Client Service and Operations Manager. In that role he not only worked with clients on their daily account needs, but he also mastered our sophisticated portfolio management system and financial planning software. His ability to effortlessly navigate our technology, quickly manage transactions, and flawlessly execute account requests have earned him the nickname “The Machine.”
“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.”
The combination of two distinct qualities, dedication and empathy, converge uniquely in Colin. They are the foundation for his desire to support others, whether at work or when he is volunteering for causes like raising money for the fight against Alzheimer’s.
Prior to joining Glassman Wealth, Colin was a consultant for Fortigent, an investment research and due diligence firm. While he was there, he worked with financial advisors from firms across the country that served ultra-high net worth clients and families.
Colin is a Certified Investment Management Analyst® (CIMA), and he graduated magna cum laude from Vanderbilt University with a double major in Economics and Spanish and a minor in Corporate Strategy.
FACT: Colin loves music. He plays the guitar and ukulele and is teaching himself to play the mandolin.
Latest posts by Colin Gerrety, CIMA® (see all)
- Predicting Market Returns: When Average Isn’t the Norm - June 4, 2018
- 2018 Best Apps and Tools for Small Businesses: Financial Advisory Edition - April 9, 2018
- Cybersecurity: The Do’s and Don’t’s of Working Online - September 18, 2017