Bobby Colon

Background

About Bobby Colon

Bobby Colon is currently Senior Vice President, Investment Solutions at Raymond James Financial. In this role, he is responsible for leading the Partner Relations, Mutual Fund Research, Offshore Mutual Funds, 529 & Education Savings Plan, and ETF groups. Bobby joined Raymond James Financial in 2006 as part of the Corporate & Executive Services Group. His responsibilities included equity linked notes, financial planning for corporate executives, directed share programs, concentrated equity strategies, and convertible securities trading. In 2010, Bobby joined the Alternative Investments Group as a Product Specialist and his main responsibilities included advisor & client education, client case consulting, and internal sales & marketing of the firm’s alternative investments, structured products, and concentrated equity strategies. In 2013, Bobby was appointed as Director of Product Partner Relations which involved a revamp of the Education & Marketing Partner program and oversight of the firm’s relationship management functions and the various contracts that govern Raymond James’ relationships with mutual fund & annuity companies. Bobby earned a B.S. in finance cum laude from the University of South Florida as well as an MBA from the Hough Graduate School of Business at the University of Florida. He currently holds the Series 7, 55, 63, and 79 securities licenses and is a Chartered Alternative Investment Analyst (CAIA), Certified Investment Management Analyst® (CIMA®), and Certified ETF Advisor® (CETF®). He currently participates with a number of charitable organizations including Habitat for Humanity and the American Heart Association. Bobby also serves as a mentor in the USF Corporate Mentor Program.