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Colleen S. Supran, CFA


Collen joined the firm in 2007. In addition to providing investment and financial planning advice to clients, Colleen also serves as the head of the Client Service team. Colleen’s prior experience includes positions as the Director of Research for an independent investment management firm, as a Portfolio Manager for a firm managing dividend-paying equity portfolios for institutional clients, and as a Credit Analyst for BNP-Paribas’ corporate banking group in San Francisco.

Colleen lives in Orinda with her family.

  • BS in Economics, University of Wisconsin-Madison
  • MBA, Haas School of Business, University of California, Berkeley
  • Colleen Supran, Chartered Financial Analyst
  • Member of the CFA Institute
  • Member of the CFA Society of San Francisco
  • Active volunteer in her community’s public schools

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