Colleen Harvey, CFA

Colleen Harvey is Managing Director of Investments and Wealth Advisory at CCFO. She has more than 25 years of experience managing investments and advising high-net-worth families, with a focus on aligning investment strategies with estate plans, taxes, philanthropy, and other client-specific goals. She is also a member of the CCFO Investment Committee.

Before joining CCFO, Colleen was a Senior Vice President at CIBC Private Wealth/National Trust Company in Denver. She previously held advisory and investment roles at Colorado Capital Management, Merrill Lynch, and Fidelity Investments.

Colleen holds a bachelor’s degree in English and History from the University of Notre Dame, a master’s degree in History from Tufts University, and the Chartered Financial Analyst® designation. Outside of work, she enjoys supporting and participating in sports and outdoor activities with her husband and three sons.