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.
Colleen has over 18 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. Previously, she worked at Northern Trust Company analyzing portfolio performance and asset allocation.
Boston Boys and Girls Club
Citizen Schools of Boston
Girls on the Run Boston - Board of Directors
Girl Scouts of Eastern Massachusetts
Healthcare Without Walls
Thompson Island Outward Bound
826 Boston - Corporate Advisory Council
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 recently completed her third Ironman Triathlon.