Colin is a Private Wealth Advisor at UBS in La Jolla, CA. He specializes in holistic exit planning advice for founders, families, and entrepreneurs in the years before, during, and after a business exit. Colin and his team lead a planning-driven approach that centers on helping clients prepare for and execute strategic business exits that integrate personal, business, and legacy goals that enable their clients to turn their life’s work into enduring impact. Prior to joining UBS, Colin was a portfolio manager and investment strategist at Bank of America Merrill Lynch in New York. He is a Chartered Financial Analyst (CFA) Charterholder and member of the CFA Institute and CFA Society San Diego. He holds a Bachelor of Arts from Villanova University. A New England native, Colin, his wife Natalie and son August enjoy traveling to see family, golfing, and spending time at the beach.
Colin Parker
Private Wealth Advisor
UBS Private Wealth Management