
As an Executive Registered Client Service Associate, Colby’s primary role is to take care of the operational and account management needs of her clients. She is dedicated to helping make their lives easier; it is important to her to help them navigate their accounts and answer any questions they may have to put their minds at ease when dealing with their finances. She holds FINRA Series 7 and Series 66 registrations, qualifying her to aide in the sale or purchase of securities.
Colby has twenty-five years of experience supporting clients in the financial industry. Prior to joining Seventy2 Capital, she served as a Senior Registered Client Service Associate at UBS Financial and held positions at Legg Mason, Ferris Baker Watts, and Morgan Stanley.
Colby received a bachelor’s degree in Business and Economics from Randolph-Macon college in Ashland, VA. Outside of the office, she and her husband of twenty years enjoy spending time with their two boys. As an avid sports fan, Colby particularly loves watching her son play baseball.
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