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100 Saint Paul Street, Suite 700
Denver, CO 80206
Colleen K. Harvey, CFA
Colleen Harvey is a relationship manager at CIBC Private Wealth in Denver with 22 years of industry experience. In this role, she works closely with clients to develop investment and asset allocation strategies and to implement holistic financial plans. She is also a member of CIBC’s ESG (Environmental, Social and Governance) Advisory Group.
Prior to joining the firm, Colleen was a financial advisor and portfolio manager at Colorado Capital Management, where she specialized in portfolio management integrated with financial planning. Previously, she held various advisory and investment roles at Merrill Lynch and Fidelity Investments.
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 is also an active volunteer in her children’s schools as well as with the Notre Dame Club of Denver.
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