Colleen S. Supran, CFA

Principal LinkedIn

About

Colleen 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’s corporate banking group in San Francisco.

Colleen lives in Orinda with her family.

Latest from Colleen

When the Waiting Is Not the Hardest Part: A Financial Aid Primer

Colleen S. Supran, CFA

Principal

When the Waiting Isn't the Hardest Part

Colleen S. Supran, CFA

Principal

Is all this market volatility normal?

Colleen S. Supran, CFA

Principal

Four Years and Counting for California

Colleen S. Supran, CFA

Principal

Education

B.S. in Economics, University of Wisconsin-Madison
MBA, Haas School of Business, University of California, Berkeley

Highlights

Chartered Financial Analyst®
Member of the CFA Institute
Member of CFA Society San Francisco

Leadership

Kevin D. Dorwin, CPWA®, CFP®

Chief Executive Officer

Carol L. Benz

President & COO

Dave J. Campbell, CFA

Principal

Jennifer Ellison, CFA

Principal

Richard T. Golinski, CFA

Principal & Chief Investment Officer

Jeffrey D. Lancaster, CFP®

Principal

David Newson

Principal

Michelle Soto, CFP®, CDFA™

Principal

Myles VanderWeele, CFP®

Principal

Aaron Waxman, CPA, CFP®

Principal

Jeffrey Blanchard, CFA

Director of Research

Joel DeMaria, CFP®

Director, Wealth Management

Richard Long, CFA

Director, Wealth Management

Peter Yoon, CFA

Director, Wealth Management