Colin Cheaney

Colin Cheaney is an Associate Investment Analyst at IHT Wealth Management, LLC in Chicago, IL, where he has served since May 2024. In this role, he supports the firm with trading, research, due diligence, and portfolio management, and is responsible for implementing and communicating model investment program changes to IHT’s financial advisors and executive leadership team. His work focuses on supporting a broad range of investment portfolios, and he is involved in ongoing analytical and research activities across multiple asset classes.

Prior to joining IHT Wealth Management, Colin gained experience at Marquette Associates, where he managed daily administration of OCIO (outsourced chief investment officer) investment portfolios and held roles as both Associate Client Analyst and Senior Performance Analyst for OCIO Services. This background provided him with expertise in institutional investment consulting, portfolio management, and performance analysis, with exposure to equities, fixed income, and alternative investments.

Colin holds a bachelor's degree in mathematics from Illinois Wesleyan University, earned in 2021, and is a CFA charterholder and member of both the CFA Institute and the CFA Society of Chicago. His areas of expertise include portfolio research, model portfolio management, and investment due diligence, and he is recognized for his analytical rigor and commitment to supporting financial advisors through operational and research excellence.