As a Partner of the Coliton Mattingly Group and Senior Financial Advisor, Colin works closely with a small group of individuals & families to develop and execute custom wealth strategies.
Many of Colin’s clients are Corporate Executives, Venture Capitalists, Investment Bankers and Private Equity Professionals seeking guidance & service as they build wealth through the Private & Public markets. Colin has a deep understanding of navigating stock bonus plans, concentrated positions, private placements and deferred compensation plans.
He takes a disciplined approach in servicing clients to streamline their entire financial life. Whether it is leveraging our banking & lending platform, running capital call coordination with employers, or working in partnership with clients’ outside professionals to fully implement a successful estate plan & tax strategies.
Colin is originally from Rockville, MD and a graduate of University of Maryland’s Smith School of Business. In his free time he enjoys supporting local sports teams, traveling to visit family and friends and playing tennis.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
