Colin Symons, CFA^®

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Colin Symons’ passions lie in solving useful and difficult problems. With over 22 years of experience as a portfolio manager, Colin excels at helping his clients invest in assets in the most intelligent manner, ensuring a reflection of risks and rewards while avoiding downsides. Colin’s role as Senior Portfolio Manager and Research Analyst is vital to helping clients find opportunities that work for them. He uses a macro overlay to find potential dangers and looks at all of the elements in the market’s environment to detect its direction.

As a Chartered Financial Analyst (CFA®), Colin holds one of the highest standards of professional accreditation in the financial industry. Before Symons Capital Management joined with Strategic Wealth Partners in 2021, Colin was the Chief Investment Officer since 2000. Prior to that, he was a computer programmer for two years with a Microsoft Certified Solutions Developer (MCSD) certification. As a portfolio manager and research analyst, he uses his programming background to think around corners, work with clients to find the best strategies, all with a calm head and without a sign of stress.

Colin earned his Bachelor of Arts from Williams College. His work and immediate family are the two most important assets in his life. When he’s not in the office working with clients and forming strategies with them, he sits on a church parish school board where he uses his calm approaches to bring warring factions together to talk through issues and find solutions.