As Chief Executive Officer, Colin directs all business activities for the firm and serves as a member of Summitry’s Investment Committee.
Colin has been conducting investment analysis, equity research and portfolio management since 1996. Colin has been a member of the Charles Schwab Advisory Board and was recognized as a “40 under Forty” by the Silicon Valley/San Jose Business Journal. Prior to the formation of Summitry, Colin served as a research analyst and portfolio manager with regional investment firms Branch Cabell, & Co. and Hoefer and Arnett, Inc. Colin graduated from Washington and Lee University with a Bachelor of Arts in 1994 where he was a captain and an All-American lacrosse player.
He lives in San Francisco with his wife, Cate, and two children. When he is not chauffeuring the kids to sports practice, he enjoys skiing, biking and fishing. Colin is also active in leadership positions at Alice Fong Yu, the nation’s first Chinese immersion public school and Asante Africa Foundation, a nonprofit charitable organization dedicated to providing quality education to children in East Africa.