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Colleen Farley
CPM®
Managing Principal & Portfolio Manager


(603) 703-0255
colleen@robbinsfarley.com 
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Colleen Farley is co-founder and Managing Principal of Robbins Farley. She has over 20 years of experience in the Financial Service industry 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 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. 

 

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 continues with annual volunteer days with Habitat for Humanity. 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. 

Currently, Colleen sits on the board of directors for Associated Grocers of New England and is the Group Leader for ProVisors Manchester, a national networking group of high level Trusted Advisors. In her personal life, Colleen furthers her love of the game as assistant coach for her daughter’s softball team.

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Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Robbins Farley is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data/criteria). Unless expressly indicated to the contrary, Robbins Farley did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Robbins Farley by any of its clients.

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