Team

Colleen MacLeod, CPA
Senior Client Investment Advisor, Managing Director

Colleen joined SCS Financial Services in 2009. She has over 18 years of experience in the finance and investment business. Colleen works with families to develop customized investment strategies that meet their needs including investment portfolio design, the coordination of estate plans, cash flow planning and real estate investment oversight. Prior to joining SCS, Colleen was the Vice President of Personal Financial Management at Audax Group. Colleen began her career at Deloitte & Touche, where she spent several years providing tax consulting to high net worth individuals and their closely held companies. She earned a B.S. and Masters in Accounting from the University of Florida as well as an M.B.A. from Duke University's Fuqua School of Business and is a Certified Public Accountant (CPA). Colleen serves on The Boston Foundation’s Professional Advisors Committee and is a member of the Boston Estate Planning Council.