Colleen Patricia Sorrentino

Fondatore presso Kelleher Financial Advisors LLC

Consumer Services

Finance

Profilo

Ms. Colleen P.
Sorrentino, CFA MBA, is a Chief Investment Officer at Kelleher Financial Advisors LLC.
She founded the firm in 1995 and works with high net worth individuals, families, foundations and corporations to build diversified, multi-asset class portfolios of cash, bonds, stocks, mutual funds, ETFs and REITs for their liquid assets.
In addition to building appropriate portfolios, she provides advice and a wide range of services in: alternative investments, cash management, concentrated stock, income needs, estate planning, insurance and annuities, lending, mortgages, retirement planning, 401Ks and IRAs, solutions for business, trusts, college planning and 529 plans.
She is a graduate of the University of Rochester with an MBA in Finance from the Stern School of Business at New York University.
She was awarded the Chartered Financial Analyst designation in 2000.

Posizioni attive di Colleen Patricia Sorrentino

Società	Posizione	Inizio
Kelleher Financial Advisors LLC Kelleher Financial Advisors LLC Investment ManagersFinance Kelleher Financial Advisors LLC (KFA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1995 and formerly known as Wall Street Access Asset Management LLC. They are a subsidiary of Wall Street Access NY Corp. KFA offers individualized investment advice and asset management services to individuals, trusts, institutions, corporations, and pension plans.	Fondatore	01/01/1995

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Formazione di Colleen Patricia Sorrentino

Rochester Christian University	Undergraduate Degree
The Leonard N Stern School of Business	Masters Business Admin

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Aziende private	1
Kelleher Financial Advisors LLC Kelleher Financial Advisors LLC Investment ManagersFinance Kelleher Financial Advisors LLC (KFA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1995 and formerly known as Wall Street Access Asset Management LLC. They are a subsidiary of Wall Street Access NY Corp. KFA offers individualized investment advice and asset management services to individuals, trusts, institutions, corporations, and pension plans.	Finance