Colin Dugan is a Client Service Associate for Tyler W. Potts, and he is affiliated with Northstar Wealth Partners. Colin’s professional responsibilities include operational management, assisting Tyler in the portfolio accounting and support of his clients’ portfolios via updates and reconciliation, as well the management of ongoing practice requests and inquiries for Tyler’s Practice. Colin is proactive by nature, and has in-depth knowledge and service experience in the wealth management industry that makes him an invaluable asset to Tyler and his clients. Their offices are located in the Old Saybrook, Connecticut area. Northstar currently employs twenty experienced Wealth Advisors, and is acknowledged by their broker dealer, LPL Financial, as their largest affiliated independent wealth management firm in the state of Connecticut. Northstar was also voted Best of Hartford for 2012 by Hartford Magazine Readers, this accomplishment marks Northstar Wealth Partner’s second consecutive year receiving this prestigious honor.
Colin has worked in the financial services industry since 2007. A majority of his professional career he has been affiliated with Tyler’s practice, and previously was a Registered Sales Assistant when both he and Tyler were affiliated with Essex Financial Services. Prior to that Colin worked for a boutique investment advisory business in Connecticut where he was responsible for operational management, assisting portfolio accounting and reconciliation, as well as the administration of an internally managed fund of funds.
He is an alumnus of Endicott College’s School of Business, where he earned a Bachelor of Science degree in Business Administration with a concentration in financial management. Colin and his wife Liz currently reside in Killingworth, Connecticut.