With work experience over nine years, Colleen is now working at Bbr Partners based in 4 as a Director of Portfolio and Wealth Advisory, Head of Bbr Boston. Colleen received his education from 2000 to 2002 at the Duke University - the Fuqua School of Business. This expert is a proven professional, that is proven by qualifications : Certified Public Accountant (Cpa) and Personal Financial Specialist (Pfs). This expert lives in Boston, Massachusetts. To contact directly Colleen, you can look for their phone or email or receive exhaustive info by requesting access to the person's further details.
Name variants:
Coleen Macleod,
Lena Macleod
Last updated Jul 08, 2024
Contact Information
Workplace
Director of Portfolio and Wealth Advisory, Head of Bbr Boston
New York, NY
Industry
Investment Management, Investment Advice
Colleagues
Work History
Director of Portfolio and Wealth Advisory, Head of Bbr Boston
140 east 45Th St, New York, NY 10017
from Oct 2019
Vice President Personal Finance
101 Huntington Ave FLOOR 23, Boston, MA 02199
2008 — 2009
Education
Occupations
Executive
Director
Chief Executive Officer
Operations Manager
Corporate Executive
Chief Executive
Skills
Portfolio Management
Alternative Investments
Hedge Funds
Private Equity
Investments
Asset Allocation
Financial Modeling
Strategic Planning
Finance
FAQs about Colleen Macleod
What's the main profession of Colleen Macleod?
Colleen Macleod is a Director of Portfolio and Wealth Advisory, Head of Bbr Boston.
What are the profession of The professional?
These person's professions are Executive and Director
Where is Colleen Macleod located?
The professional is located in Boston, Massachusetts.
Does the professional have the email address?
co**@alumni.duke.edu is Colleen Macleod's email address.
Where did Colleen Macleod work?
The expert worked at Bbr Partners, Scs Financial.
What education does Colleen Macleod have?
Colleen studied at the Duke University - the Fuqua School of Business from 2000 to 2002.
What are the certifications of Colleen Macleod?
The professional received the following certifications: Certified Public Accountant (Cpa) and Personal Financial Specialist (Pfs).
Are there any professional industries Colleen Macleod is connected to?
This person works in Investment Management industry.