Colleen is the Director of Strategy for M&S Wealth and is keenly focused on building personal connections with client and their families through wealth management and tax and estate planning services.
She joined our wealth management team in 2022 with over 30 years of experience as the Director of Strategy and member of the Investment Committee. She has spent her career working with CFOs, treasurers of Fortune 500 publicly-traded companies, and privately held firms to structure fixed income and working capital financing, consult with rating agencies, and access the publicly traded markets. She founded a registered investment advisory practice which was acquired in 2017 by a multibillion-dollar asset manager.
Colleen is the proud mother of three grown sons and grandmother to one darling granddaughter. She is also a dog mom to Houston, her Pembroke Welsh Corgi.