When the Waiting Isn't the Hardest Part
Principal
About
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’s corporate banking group in San Francisco.
Colleen lives in Orinda with her family.
Highlights
- Chartered Financial Analyst
- Member of the CFA Institute
- Member of CFA Society San Francisco