New York RIA Summit Panel on Trends & Market Forecast with Colleen Kelleher Sorrentino

On Thursday, February 6, 2020, KFA’s Chief Investment Officer Colleen Kelleher Sorrentino participated in a panel discussion on the current trends and market forecast into 2020 along with panelists from Goldman Sachs, Offit Capital Advisors, Independence Financial Advisors and C.J. Lawrence

Kelleher Financial Advisors 4th Quarter Newsletter

Kelleher Financial Advisors Client Event – November 5 – NYC – Money Mindfulness: How Individual Personalities & Family Dynamics Influence Our Financial Decisions.