Colleen Kelleher Sorrentino
CFA, Managing Director
Colleen launched Kelleher Financial Advisors 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, Colleen 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. She also provides solutions for business, trusts, college planning and 529 plans. Colleen is a graduate of the University of Rochester and received her MBA in Finance from the Stern School of Business at New York University. In 2008, Colleen was selected as one of the “50 Most Influential Women” by The Irish Voice and was awarded “The Wealth Manager of the Year” in 2011 by Manhattan Magazine. Colleen is a contributor to ProActive Advisor Magazine, Wealth Management Magazine, Advisor Perspectives and is an advisor to Forbes magazine. She is a frequent speaker at IC Summits RIA Events. She was the former Treasurer of Staten Island Academy and is currently a member of the Executive Women’s Council of the SIEDC, a Board member of St. John’s Bread of Life and Treasurer of the Friends of New World Prep. She was awarded the Chartered Financial Analyst (CFA) designation in 2000.