Kelleher Financial Services
Colleen Kelleher Sorrentino launched Kelleher Financial Advisors in 1995 and works with 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, Colleen provides advice on a wide range of services in alternative investments, cash management, concentrated stock, income needs, estate planning, insurance and annuities, lending, mortgages, and retirement planning. A graduate of the University of Rochester with an M.B.A. in finance from the Stern School of Business at New York University, Colleen is the daughter of Kerry native Denis Kelleher, who founded the Wall Street Access firm. Colleen was awarded the Chartered Financial Analyst designation in 2000 and in 2008, and the Wealth Manager of the Year award in 2011 by Manhattan magazine, and has been featured in ProActive Advisor magazine amongst other publications. Additionally, Colleen is a member of the Executive Women’s Council of New York and treasurer of the Friends of New World Prep.