- BS in Economics, University of Wisconsin-Madison
- MBA, Haas School of Business, University of California, Berkeley
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. Her expertise includes security valuation and the structure and strategy of alternative investments, including hedge funds.
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.