Colleen MacLeodDirector of Portfolio & Wealth Advisory and Head of BBR Boston
Colleen joined BBR Partners in 2019 and is a Director of Portfolio & Wealth Advisory, working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan. Colleen has expertise across all financial planning topics with extensive experience in incorporating sophisticated tax planning strategies.
Prior to joining BBR, Colleen was a Managing Director in the Client Service group of SCS Financial (SCS), focused on delivering integrated financial planning and investment advice to her client families. Prior to joining SCS in 2009, Colleen was the Vice President of Personal Financial Management at Audax Group. In this role she managed the internal family office function for the two founders of Audax Group. Colleen began her career at Deloitte & Touche LLP, where she was a Tax Manager focused on providing tax consulting and compliance services in Deloitte’s private client group.
Colleen earned an MBA from Duke University’s Fuqua School of Business and graduated from the University of Florida with a BS and MS in Accounting. She is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) designation.
Colleen resides in Charlestown, MA with her son and enjoys exploring Boston and beyond with him. Colleen also stays actively involved in both her personal and professional communities.