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Colin Gleason, CFA

Manager

Certifications

  • Chartered Financial Analyst (CFA)
  • Series 63 license
  • Series 79 license

Education

The Pennsylvania State University, B.S., Accounting, 2008

Since joining the firm in 2016, Colin has focused his efforts primarily within the Gleason Advisors division.

Colin has spent much of his career assisting middle market companies from a financial and strategic standpoint. Prior to joining Gleason, Colin was an Associate with Inverness Graham, a $500 million growth oriented, middle-market private equity fund. Colin also worked at a turnaround investment banking firm, Phoenix Capital Resources, and at PNC Financial Services in its corporate lending group.

Colin brings expertise in assisting companies, boards of directors, and investors with mergers and acquisitions, capital raises, business valuations, operational assessments, and strategic planning.