Colleen is an Associate Financial Advisor at Martha’s Vineyard Investment Advisors, where she brings a client-first approach to her work. She plays a key role in providing service and support to clients and Sr. Advisors in areas such as reporting, financial planning, portfolio analysis and managing client relationships.

Before joining the MVIA team, Colleen worked at Merrill Lynch/Bank of America, holding various roles focused on client engagement and delivering financial solutions to both individuals and businesses. She is a graduate of the University of Massachusetts Amherst, where she holds degrees in both Sociology and Elementary Education.

Colleen is a full-time resident of Falmouth, where she lives with her husband and two daughters. She is actively involved in the Falmouth and Martha’s Vineyard communities and is a proud member of the Cape Cod Women’s Association (CCWA). A current member of the Falmouth Yacht Club, Colleen enjoys her spare time boating and spending time with her family.