![Colleen Sorrentino](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Colleen Sorrentino
Grundare på
Kelleher Financial Advisors LLC
Profil
Ms. Colleen P.
Sorrentino, CFA MBA, is a Managing Director at Kelleher Financial Advisors LLC.
She 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, 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.
She also provides solutions for business, trusts, college planning and 529 plans.
He is a graduate of the University of Rochester and received her MBA in Finance from the Stern School of Business at New York University.
I
Aktiva positioner av Colleen Sorrentino
| Företag | Position | Start |
|---|---|---|
Kelleher Financial Advisors LLC
 Kelleher Financial Advisors LLC Investment ManagersFinance KFA performs ongoing analysis of the risk/reward dynamics in the markets and across asset classes and then applies that to each individual client portfolio. They manage risk by investing in carefully researched securities and by achieving diversification through the use of mutual funds, exchange traded funds and investments including private equity and hedge funds. The firm advocates a long-term orientation in portfolios. | Grundare | 1995-01-01 |
Colleen Sorrentinos utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
7
Första gradens relationer
3
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
Rochester Christian University
 Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kelleher Financial Advisors LLC
Kelleher Financial Advisors LLC Investment ManagersFinance KFA performs ongoing analysis of the risk/reward dynamics in the markets and across asset classes and then applies that to each individual client portfolio. They manage risk by investing in carefully researched securities and by achieving diversification through the use of mutual funds, exchange traded funds and investments including private equity and hedge funds. The firm advocates a long-term orientation in portfolios. | Finance |
The Leonard N Stern School of Business
 The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
