Colby Brothers is a Team Wealth Manager and Associate for the Bergman Wealth Management Group. He is primarily responsible for the meeting preparation process and investment research and implementation.
Prior to joining Rockefeller Capital Management, Colby worked at J.P. Morgan Asset Management as an Internal Client Advisor, providing clients with insights on macroeconomic trends, portfolio analysis, and investment solutions.
Colby graduated from Ohio University in 2018 with a dual Bachelor of Business Administration in Finance and Business Economics. He holds his SIE, Series 6, 63, 65, and 7 licenses issued by the Financial Industry Regulatory Authority (FINRA). In his free time, he enjoys reading, exercising, and cooking.