Colby is a Portfolio Manager and Research Analyst at Whitegate Investment Counselors, Inc. His primary responsibilities are in the areas of investment research and portfolio construction. He also manages client portfolios, focusing on clients who are beginning to build wealth. Colby joined us in September 2023 after earning his MSc in Investment and Risk Management from Queen’s University Belfast, Northern Ireland, UK. He also holds a BS in Finance from the University of New Haven.

Colby Wolfe
Investment Intern, Portfolio Manager and Research Analyst
Whitegate Investment Counselors Inc
United States, New Hampshire, Concord
About Me
Profile Information
Investment Intern, Portfolio Manager and Research Analyst
Whitegate Investment Counselors Inc
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Concord
New Hampshire
United States
May 30, 2025
Keylinks
More profiles to browse
CE
Carl Erickson
Founder, Principal & Director
Paulette Wolfe
Principal, Chief Operating Officer & Chief Compliance Officer
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC