Alexander Colby has been President, CEO & Managing Director of Ipswich Investment Management since November 2014, is a control person of the firm and directly owns between 5% and 10% of it. Alexander Colby holds a Bachelor of Arts in Economics from Dartmouth College.
Ipswich Investment Management Company, Inc. is a Beverly, MA firm with $730M under management, 268 clients and 6 advisers in one office, as of its March 2026 filing.
Alexander M. Colby is President and Chief Executive Officer of Ipswich Investment Management, based in Beverly, MA. He is also a Managing Director and a Member of the Investment Committee. Before joining the firm, he served as Senior Vice President and Member of the Investment Committee for BNY Trust Company (formerly Beacon Fiduciary Advisors). Earlier in his career he was Senior Vice President and Managing Director of Constitution Capital Management's institutional investment equity group, and held portfolio management positions as Vice President for Shawmut Bank and State Street Bank.
Alexander Colby’s longest registration is the current one, 12 years at Ipswich Investment Management since 2014. Before joining Ipswich Investment Management in 2014, Alexander Colby was registered through Beacon Fiduciary Advisors Inc.
- – present · 12 yearsBeverly, MA · Adviser representative · Firm CRD 106625
- Beacon Fiduciary Advisors Inc– · 9 yearsBoston, MA · Adviser representative · Firm CRD 107201
Professional designations
Listed by Ipswich Investment Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Alexander Colby is registered as an investment adviser representative in Massachusetts, since April 2014.
- MassachusettsSince 30 April 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 October 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alexander M. Colby
- CRD
- 2559042
- Firm
- Ipswich Investment Management · CRD 106625
- Role
- President, CEO & Managing Director
- Office
- 138 CONANT STREET, SUITE 201, Beverly, MA 01915
- Registration
- Investment adviser registration
- In the industry since
- June 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ipswichinvestment.com
Where does Alexander Colby work?
Alexander Colby has been President, CEO & Managing Director of Ipswich Investment Management Company, Inc. since November 2014, and is a control person of the firm.
Is Alexander Colby a financial advisor?
Yes. Alexander Colby has a current investment-adviser registration in Massachusetts, through Ipswich Investment Management since April 2014.
How many years of experience does Alexander Colby have?
Alexander Colby has 22 years in the financial industry, since June 2004, across 2 adviser firms.
What exams has Alexander Colby passed?
Alexander Colby passed the Series 65 in October 1994.
Where did Alexander Colby work before Ipswich Investment Management?
Before Ipswich Investment Management, Alexander Colby was registered through Beacon Fiduciary Advisors Inc, January 1996 to November 2005.
Where is Alexander Colby based?
Alexander Colby’s registered office is in Beverly, MA.
Is Alexander Colby registered with FINRA?
No. Alexander Colby has no current broker registration.
Is Alexander Colby a CFA charterholder?
Ipswich Investment Management lists Alexander Colby with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Alexander M. Colby, CFA biography, ipswichinvestment.com
How can I verify Alexander Colby’s record?
Search CRD 2559042 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexander Colby’s full registration record.
- Patricia BowlinSenior Vice President & Managing Director
- Karen DuntonAssistant Vice President
- David MacDougallSenior Vice President, Managing Director & Chief Compliance Officer
- James McCallSenior Vice President & Managing Director
- Janell PhillipsExecutive Vice President & Managing Director
- Albert TitcombExecutive Vice President & COO
- Eric JostromChairman & Chief Investment Officer
- Molly MorinVP & CFO