About
Colin Larsen is an Associate at Pennington Partners & Co. in Charlotte, NC, where he is responsible for supporting client relationship management and contributing to the firm's investment strategy and execution. In his role, he assists in managing day-to-day interactions with clients and the coordination of complex investment and wealth management solutions, working closely with family offices and high-net-worth individuals.
Prior to joining Pennington Partners & Co., Colin worked as a Retirement Plan Consultant and Business Development Representative at NFP, where he gained experience in retirement plan design, consulting, and client acquisition for institutional and individual clients. His background allows him to navigate both personal and institutional investment needs, with a focus on private wealth management and multi-asset investment strategies.
Colin holds a Master of Science in Quantitative Finance from the University of Colorado and a Bachelor of Science in Economics from the University of Florida. His academic expertise in quantitative analysis and economics underpins his ability to evaluate diverse asset classes and market sectors, with particular attention to multi-asset portfolios, alternative investments, and comprehensive family office solutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Pennington Partners & Co. | Associate | May 2024 to Present | — |
| NFP | Retirement Plan Consultant | Jan 2023 to Aug 2023 | — |
| NFP | Business Development Representative | Jun 2022 to Jan 2023 | — |
| Janus Henderson Investors | Senior Investor Service Specialist | May 2021 to Jun 2022 | — |
Education
University of Colorado
Master of Science - MS, Quantitative Finance
2023 — 2024
University of Florida
Bachelor of Science - BS, Economics
2016 — 2020
Others at Pennington Partners & Co. LLC (10)
| Name | Role | Location |
|---|---|---|
B Bruce Schulman | Managing Partner | Washington, DC , United States |
C Christopher Wolfe | President and Chief Investment Officer | Stamford, CT , United States |
J James Pai | Principal | Washington, DC , United States |
J Joseph Masino | Associate | Washington, DC , United States |
K Keith Kellum | Partner and Portfolio Manager | Roswell, GA , United States |
| Portfolio Manager | Washington, DC , United States | |
| Principal | Washington, DC , United States | |
| Investment Analyst | United States | |
L Longhe Cao | Investment Analyst | United States |
| Portfolio Manager | Houston, TX , United States |
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