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Colin Larsen

Colin Larsen

Associate at Pennington Partners & Co. LLC

Charlotte, NC , United States

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

OrganizationRoleDate RangeDetails
Pennington Partners & Co.AssociateMay 2024 to Present
NFPRetirement Plan ConsultantJan 2023 to Aug 2023
NFPBusiness Development RepresentativeJun 2022 to Jan 2023
Janus Henderson InvestorsSenior Investor Service SpecialistMay 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)

NameRoleLocation
B
Bruce Schulman
Managing PartnerWashington, DC , United States
C
Christopher Wolfe
President and Chief Investment OfficerStamford, CT , United States
J
James Pai
PrincipalWashington, DC , United States
J
Joseph Masino
AssociateWashington, DC , United States
K
Keith Kellum
Partner and Portfolio ManagerRoswell, GA , United States
William Lowrie
William Lowrie
Portfolio ManagerWashington, DC , United States
Eric Christiansen
Eric Christiansen
PrincipalWashington, DC , United States
Jacob Reinhardt
Jacob Reinhardt
Investment AnalystUnited States
L
Longhe Cao
Investment AnalystUnited States
Trey Sheain
Trey Sheain
Portfolio ManagerHouston, TX , United States

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