Colin Wali

Colin Wali, CTFA, has extensive experience in the financial services sector, currently serving as Vice President at Chevy Chase Trust since November 2016, where previous roles included Assistant Vice President, Senior Trust Officer, and Trust Officer. Prior experience includes positions as a Paraplanner/Trader at Lighthouse Wealth Management from August 2015 to October 2016, and as Trust Investment Operations at Sandy Spring Bank from March 2014 to August 2015. Colin began a career in finance as an intern at West Financial Services, Inc. in June 2011. Colin holds a Bachelor of Science in Finance with a focus on Financial Planning from Salisbury University.