Focus Areas
Colleen enjoys working with individuals and multigenerational families to help them achieve their personal and financial goals. She prides herself in providing proactive personal service, and appreciates partnering with Fiduciary’s team of experts in meeting clients’ needs.
Experience
Colleen has over 20 years of experience serving high-net-worth clients. Prior to joining Fiduciary Trust, Colleen was a Vice President and Senior Wealth Manager at Bank of New York Mellon where she worked with multi-generational families, individuals and foundations. Previously, she was an Investment Officer at Northern Trust Company analyzing portfolio performance and asset allocation. She has also held roles at Income Research and Management and Investors Bank & Trust.
Community Involvement
Citizen Schools of Boston
Girls on the Run Boston – Board of Directors
Girl Scouts of Eastern Massachusetts
Healthcare Without Walls
Thompson Island Outward Bound
Varlo Triathlon Racing Team – Director and Leadership Board Member
826 Boston – Corporate Advisory Council
Personal
Originally from Vermont, Colleen currently lives in Hanover, MA with her husband and three children. She is an avid runner, adventure racer, and triathlete, and has completed three Ironman Triathlons.
