Business 100 – 2019

Colleen Kelleher/Kelleher Financial Advisors

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 in New York University, Colleen is the daughter of Kerry native Denis Kelleher, who founded the Wall Street Access firm. She was awarded the Chartered Financial Analyst designation 2000 and in 2008, and the Wealth Manager of the Year awarded in 2011 in 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 the SEIDC and is the treasurer of the Friends of New World Prep.