Colin Roth

Colin Roth is a Charitable Strategist currently serving as the Director of Institutional Relationship Management at Fidelity Charitable, where they manage a nationwide network of independent wealth advisors. With a background in financial planning and relationship management, Colin aims to integrate charitable giving into the financial planning process to enhance client relationships and promote impactful philanthropy. Previously, Colin held roles as a Wealth Planner and Client Relationship Manager at West Capital Management, and as a Senior Associate at Bernstein Private Wealth Management, where they focused on wealth strategy implementation. Colin is also pursuing degrees in Accounting, Economics, and Finance from Bucknell University and Bryant University, respectively.