Colin H. Williams

Managing Principal

Colin focuses on portfolio construction and collaborating with clients’ accountants and attorneys to implement their financial plans. His primary goal is to understand the client, but he is also committed to educating them about the misconceptions that lead to poor investment decisions. Clients value Colin’s sense of humor, attention to detail, and his abilities as a marathon listener. Originally from San Antonio, Colin attended Cornell University and earned a Bachelor of Arts degree in 19th Century American Political History. He holds a Master’s degree in Theology from Yale University and a Master of Business Administration degree from the University of North Carolina at Chapel Hill. Colin is also an ordained priest in the Episcopal Church. He has two young daughters with his wife Lindsey and enjoys golf and squash.

Licenses:
66- Uniform Combined State Law Exam