Colin Roth Email & Phone Number
Vice President, Institutional Relationship Management @ Fidelity Charitable®
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Colin Roth Location
- Durham, NC, US
Colin Roth Work
- Vice President, Institutional Relationship Management @ (January 2026 - Present)
- Director, Relationship Management @ (February 2021 - December 2025)
- Senior Philanthropic Planning Consultant @ (June 2016 - February 2021)
- Senior Associate @ (April 2014 - June 2016)
- Wealth Planner and Client Relationship Manager @ (May 2011 - April 2014)
- Research Analyst @ (January 2010 - May 2011)
Colin Roth Education
- Bryant University
MBA (Finance)
- Bucknell University
BSBA (Accounting, Economics)
- Thayer Academy
Colin Roth Skills
- Financial Services
- Business Development
- Donor Advised Funds
- Philanthropy
- Financial Analysis
- Superior Client Service
- Project Management
- Investment Advisory
- Microsoft Excel
- Data Analysis
- Asset Managment
- PowerPoint
- Financial Modeling
- Investments
- Portfolio Management
- Equities
- Fixed Income
- Hedge Funds
- Mutual Funds
- Securities
- Investment Strategies
- Series 7
- Series 63
- Series 65
- Wealth Management
- Golf
Colin Roth Summary
- Colin Roth, based in Durham, NC, US, is currently a Vice President, Institutional Relationship Management at Fidelity Charitable®. Colin Roth brings experience from previous roles at Fidelity Charitable®, Bernstein Private Wealth Management and West Capital Management. Colin Roth holds a MBA in Finance @ Bryant University. With a robust skill set that includes Financial Services, Business Development, Donor Advised Funds, Philanthropy, Financial Analysis and more. Colin Roth has 2 emails and 2 mobile phone numbers on RocketReach.
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