Colleen is a Partner based in the San Francisco office. She provides investment and financial planning advice to private and institutional clients. With an in-depth understanding of what each client needs, Colleen delivers high-quality solutions while ensuring the entire client service experience takes place seamlessly and efficiently.
Before joining Cerity Partners, Colleen was a Principal at B|O|S where she also served as the head of the Client Service Team. In this role, Colleen used her expertise to develop and drive client strategy, resolve issues, and nurture client relationships. Prior to B|O|S, her 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 earned her Bachelor of Science in Economics from the University of Wisconsin–Madison and Master of Business Administration from the Haas School of Business at the University of California, Berkeley. She holds the Chartered Financial Analyst (CFA) designation and is a member of both the CFA Institute and the CFA Society of San Francisco.
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