Colleen Farley, CPM®

Colleen Farley, CPM®

Managing Principal
PIM Portfolio Manager

Phone: 603-703-0255
E-mail:


 

Colleen Farley is co-founder and Managing Principal of Robbins Farley. She has over 10 years of experience as a Financial Advisor and makes a personal commitment to each client, creating and implementing personalized wealth management strategies designed to help build and preserve wealth.

Colleen earned her B.A. in business from Saint Anselm College. She is a PIM Portfolio Manager, a designation requiring experience, in-depth training, examinations, and ethics requirements. In addition, Colleen earned her CPM® designation, which is a collaboration of the Academy of Certified Portfolio Managers and Columbia University. To earn her CPM®, she completed extensive coursework and rigorous testing to gain a deeper understanding of fundamental security analysis, asset allocation, and portfolio management concepts for professionals managing discretionary portfolios.

As Managing Principal, Colleen works with the Robbins Farley team to deliver a comprehensive wealth planning experience for their clients. The team’s personalized wealth management process includes meaningful conversations about each client’s needs. During these conversations, the team not only learns about the clients’ investments and assets, but also what motivates and drives them, their family interactions, and how every facet of the clients are tied in with their business and professional lives. The team utilizes a total approach in developing each client’s wealth management plan.

Colleen invests in the community. As previous Treasurer and Board Member of the Rotary Club of Merrimack, she led one of the club’s largest fundraising and volunteer efforts to renovate the Kids Kove Playground in Merrimack. This effort included raising over $155,000 and coordinating the project’s 700 volunteers. Her dedication to the community continued with Habitat for Humanity and Saint Anselm College Corporate Partners Committee. This dedication and investment led to her selection in the Leadership Greater Manchester Class of 2012 and as one of the 2012 New Hampshire Union Leader’s Forty Under 40.

Colleen and her husband, Ryan, enjoy hiking, skiing, and golfing. They reside in Goffstown with their daughter, Annabelle, and their Siberian Husky, Maya.