Colin joined the Arcuri Associates Team in July 2022 as our Financial Investment Analyst and Client Services Associate. He is responsible for balancing portfolios, establishing investment guidelines, and managing risk. He collaborates with clients and learns about their investment goals. He finds appropriate levels of risk for each client and their specific need. Through getting to know you he will compose a portfolio tailored to your necessities.
Colin graduated from Christopher Newport University with an Economic degree. He had a leadership position in the University’s Investment Club.
When not managing client’s accounts, he can be found fencing or browsing the Wallstreet bets forum looking for his next big idea.
Email Colin: colin.pan@arcuriassociates.com
