Colleen MacphersonCRD 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.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|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|
Total Assets Under Management854MILLIONS
Total Number of Accounts526ACCOUNTS
Average Account Value$1,622,707
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, LA, MA, MD, ME, NH, NY, TX
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