Colleen
Macpherson

Penobscot Investment Management Company, Inc

CRD#5827676
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Colleen Macpherson is a financial advisor based in Boston, Massachusetts, working with Penobscot Investment Management Company, Inc. Colleen has previously held positions at Eaton Vance Management, Eaton Vance Distributors, Inc, and Penobscot Investment Management Company, Inc. Colleen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Colleen is part of Penobscot Investment Management Company, Inc, which operates out of Boston, Massachusetts. The firm has 15 employees and manages assets totaling $1.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Penobscot Investment Management Company, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

50 Congress Street Suite 410
Boston, MA 02109

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Penobscot Investment Management Company, Inc Brokerage Details

Total Assets Under Management

$1,049,177,452

MA Average: $16,012,751,954
Total Number of Employees

15

MA Average: 118
Total Number of Accounts

681

MA Average: 4,567
Average Account Size

$1,540,642

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Colleen Macpherson Work History

2016 - Present (8 years)

Penobscot Investment Management Company, Inc

2016 - 2016 (< 1 year)

Penobscot Investment Management Company, Inc

2015 - 2016 (1 year)

Eaton Vance Management

2013 - 2015 (2 years)

Eaton Vance Distributors, Inc

Disclosures

Please visit the SEC profile of Colleen Macpherson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Penobscot Investment Management Company, Inc

Christopher Childs
Boston, MA
Colleen Macpherson
Boston, MA
Charles Kane
Boston, MA
Daniel Ford
Boston, MA
Jonathan Phillips
Boston, MA
Douglas Hart
Boston, MA
Eugene Clapp
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started