Colin Wilson, CPA

Colin thrives on social interactions, resulting in a personable approach to engaging with others that fosters productive, long-lasting relationships. His technical ability and commitment to solving problems creates a positive and unique experience for everyone involved.

Since beginning his public accounting career in 2017, Colin has specialized in providing assurance services to entities in the investment industry, including mutual funds, exchange-traded funds, hedge funds, collective investment trusts and closed-end funds. He works with a variety of clients and service providers with a range of investment objectives, including equity, fixed income, international and alternative mutual funds, and derivatives. The clients Colin services range from newly seeded start-up funds to well-established fund families and multiple series trusts.

• Actively involved in staff development, recruiting and business development for the firm’s Assurance Practice
• Ohio Society of CPAs
• American Institute of CPAs

Colin lives in Lakewood, Ohio. He enjoys spending his free time attending sporting events, participating in volleyball and soccer leagues, and traveling the country with family and friends.