Employee Colleen Harvey

Denver
100 Saint Paul Street, Suite 700
Denver, CO 80206

Phone number: 720-221-5000
Toll-free: 866-672-7449
Fax number: 303-296-0111

Colleen K. Harvey

, CFA

Senior Vice President

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 childrens sports programs and serves on the board of the Notre Dame Club of Denver.

Representing CIBC Private Wealth Advisors, Inc. and CIBC National Trust Company.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Contact Us Employee