Collin is a dedicated financial professional with nearly a decade of experience in private wealth management, trade operations, and compliance. As a Private Wealth Relationship Manager at Gottfried & Somberg, he works closely with the advisors to support their clients in working towards their long-term financial goals.
Prior to joining Gottfried & Somberg, he served as a Senior Advisor at Pathstone, where he helped advise high-net-worth families on wealth planning, retirement strategies, and philanthropic goals. Earlier in his career, he held key roles at PIMCO and Allianz Asset Management, specializing in trade compliance, cash management, and operational efficiency.
He holds an MBA from California State University, Fullerton, and a BS in Business Administration with a Finance concentration from California State University, Long Beach.
Collin is a Seattle native who enjoys traveling with his fiancé, Julie, attending sporting events, and spending time with his dog, Otis.