Bobby Colon, CAIA, CIMA®, CETF®

Associate

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Greater Tampa Bay Area

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Timeline
About me
Senior Vice President, Investment Solutions
Education
- University of Florida - Hough Graduate School Of Business
  2009 - 2010
  Master of Business Administration (MBA)
- University of South Florida
  2002 - 2006
  Bachelor of Science Finance
  Activities and Societies: Beta Gamma Sigma, Student Finance Association, Bulls Business Network Cum Laude
Experience
- SunTrust Bank
  Dec 2005 - May 2006
  Associate
- Raymond James Financial Inc.
  May 2006 - Sept 2013
  Alternative Investments, Structured Products, Concentrated Equity, Special Projects Equity Linked Securities, Wealth Management, Convertible Securities Equity Hedging Solutions, Equity Linked Securities, Wealth Management Equity Hedging Solutions, Equity Linked Securities, Wealth Management
  - Product Specialist, Alternative Investments Group
    Sept 2010 - Sept 2013
  - Senior Associate, Corporate & Executive Services
    Jun 2009 - Sept 2010
  - Senior Associate, Corporate & Executive Services
    Jun 2007 - Jun 2009
  - Associate, Corporate & Executive Services
    May 2006 - Jun 2007
- Raymond James Financial, Inc.
  Sept 2013 - now
  Mutual Funds & Variable Annuities
  - Senior Vice President, Investment Solutions
    Oct 2022 - now
  - Vice President, Investment Solutions
    Nov 2015 - Oct 2022
  - Director, Product Partner Relations - Private Client Group Investment Products
    Sept 2013 - Nov 2015
Licenses & Certifications
- Certified Investment Management Analyst® (CIMA®)
  Certified Investment Management Analyst®
  Aug 2016
  View certificate
- Chartered Alternative Investment Analyst (CAIA)
  CAIA Association
  Oct 2012
- Investments & Wealth Institute Member
  Investments & Wealth Institute
  Mar 2015
  View certificate
- Certified ETF Advisor
  The ETF Institute®
  Jun 2023
- Certified Investment Management Analyst (CIMA)
  IMCA
  Aug 2016
Honors & Awards
- Awarded to Bobby Colon, CAIA, CIMA®, CETF®
  40 Under 40 Tampa Bay Business Journal Aug 2022