Colleen Kelleher Sorrentino, CFAManaging Director
Colleen launched Wall Street Access’ asset management business 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, solutions for business, trusts, college planning and 529 plans.
Colleen is a graduate of the University of Rochester with an MBA in Finance from the Stern School of Business at New York University. Colleen was awarded the Chartered Financial Analyst designation in 2000. In 2008, Colleen was selected as one of the “50 Most Influential Women” by the Irish Voice magazine. She was awarded “The Wealth Manager of the Year” award in 2011 by Manhattan Magazine and has been featured in ProActive Advisor Magazine. Colleen is a member of the Executive Women’s Council of the SIEDC.