Colin Quinn, Wealth Manager, joined the team in October 2021. In his role, Colin is responsible for identifying new investment products and service offerings at Rockefeller, reviewing current opportunities, examining market trends, and analyzing new, unique, and customized investment strategies for our clients. Colin’s additional responsibilities include account implementation and asset allocation, trading, account management and maintenance to ensure the utmost positive and satisfying client experience.
As a key member of the due diligence investment process, Colin maintains relationships with third party managers and acts as a liaison, keeping the team abreast on recent market themes, new ideas and opportunities for alternative investments, mutual funds, separately managed accounts and additional investment vehicles. He is dedicated to implementing strategies across clients’ portfolios that are both tailored and customized in an efficient and effective way to help our clients’ achieve their financial goals and objectives.
Prior to joining Rockefeller, Colin spent most of his career as a product strategist for BlackRock’s fixed income hedge funds. In this role, Colin specialized in client relationship management, investor relations, fundraising, and marketing. Prior to Blackrock, Colin began his career at Citibank within the private equity services division.
Colin is a CERTIFIED FINANCIAL PLANNER™ and currently holds his Series 7 and 63 licenses.
He received his Bachelor of Science in Finance from Providence College in 2013.
Colin currently resides in New York City and enjoys golfing, cooking, and beach volleyball. He is also an avid New York sports fan, with specific mention to the New York Giants and New York Yankees.
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