Addressing the Needs of High-Net-Worth Clients

Colleen Kelleher Sorrentino launched the asset management business for Wall Street Access in 1995 and currently helps individuals, families, foundations, and corporations build diversified, multi-asset-class portfolios for their liquid assets. In addition to working with clients to design appropriate…

An interview with Colleen Kelleher Sorrentino - including the best part of her job, the most challenging part, and who she considers her role model.

When looking at their portfolio, today’s investor also takes into account the impact of outside forces. None may be more significant than the upcoming presidential election. Or is it? We’re speaking with Colleen Kelleher Sorrentino, Head of Wealth Management at Wall Street Access Asset Management…