Colleen Macpherson, financial advisor Boston MA

Colleen Macpherson

CRD Number: 5827676
Current Firm: Penobscot Investment Management Company, Inc.

Colleen Macpherson (CRD# 5827676) is an Investment Advisor Representative working at Penobscot Investment Management Company, Inc. in Boston, MA and has over 8 years of experience in the finance industry.

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Origin Financial
Professional Designations
Company Name Location Dates Years
Penobscot Investment Management Company, Inc. Boston, MA Aug 2016 - Current 6
Penobscot Investment Management Company, Inc. Boston, MA Jun 2016 - Aug 2016 < 1
Eaton Vance Management Boston, MA Oct 2015 - May 2016 < 1
Eaton Vance Distributors, Inc. Boston, MA Mar 2013 - Sep 2015 2
Longmeadow Golf Club Tewksbury, MA Jan 2011 - Dec 2013 2
Brown Brothers & Harriman Boston, MA Aug 2010 - Mar 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2014
S65 NASAA Investment Advisors Law Examination Jul 2016
Contact Info for Colleen C. Macpherson
Phone Number: 617-227-3111
Firm Website:
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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