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100 Saint Paul Street, Suite 700
Denver, CO 80206
Colleen K. Harvey, CFA
Colleen Harvey is a relationship manager for CIBC Private Wealth Management in Denver with more than 20 years of industry experience. In this role, she works closely with clients and their advisors to develop and implement holistic financial plans as well as investment and asset allocation strategies.
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 a board member of the Sacred Heart of Jesus School Foundation in Boulder and is active with the Notre Dame Club of Denver.
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