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Relationship Manager
Colleen Harvey is a relationship manager at CIBC Private Wealth in Denver with more than 20 years of industry experience. In this role, she works closely with clients to develop comprehensive investment strategies and to implement holistic financial plans. Prior to joining the firm, Colleen was a financial advisor and portfolio manager at Colorado Capital Management and also worked in advisory and investment roles at Merrill Lynch in Boulder and Fidelity Investments in Boston. Colleen received a Bachelor of Arts degree in English and history from the University of Notre Dame and a Master of Arts degree in history from Tufts University. Additionally, she holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Colorado. Colleen also volunteers with her children’s sports programs and serves on the board of the Notre Dame Club of Denver.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
