Colleen Patricia Sorrentino

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.