Colleen Harvey, CFA
Colleen is a financial advisor who specializes in creating customized investment strategies and financial plans to address each client’s financial goals and circumstances.
With almost twenty years of experience in the wealth management industry, Colleen has been with CCM since 2014 and has spent the majority of that time directing investment strategy, research and trading for clients; she has also chaired the firm’s Investment Committee. Prior to joining CCM, Colleen worked as a financial advisor at Merrill Lynch in Boulder and spent close to ten years with Fidelity Investments in Boston, where she served as a portfolio manager for high net worth clients. She started her career in the finance field as a research associate at a hedge fund in Boston after deciding to shift her focus from American history to stock market research.
Colleen has a bachelor’s degree from the University of Notre Dame, a master’s degree from Tufts University, and holds the Chartered Financial Analyst (CFA) designation. She lives in Boulder with her husband and three sons, and is an active volunteer in her children’s schools and the Notre Dame Club of Denver. She also belongs to the CFA Society of Colorado and is pursuing her Certified Financial Planner (CFP) certification.