Colleen launched Wall Street Access’ asset management business in 1995 and works with high net worth individuals, families, foundations and corporations to build diversified, multi-asset class portfolios of cash, bonds, stocks, mutual funds, ETFs and REITs for their liquid assets. In addition to building appropriate portfolios, Colleen provides advice and a wide range of services in: alternative investments, cash management, concentrated stock, income needs, estate planning, insurance and annuities, lending, mortgages, retirement planning, 401Ks and IRAs, solutions for business, trusts, college planning and 529 plans. Colleen is a graduate of the University of Rochester with an MBA in Finance from the Stern School of Business at New York University. Colleen was awarded the Chartered Financial Analyst designation in 2000. In 2008, Colleen was selected as one of the “50 Most Influential Women” by the Irish Voice magazine and was awarded “The Wealth Manager of the Year” award in 2011 by Manhattan Magazine. She has been featured in ProActive Advisor Magazine, is a member of the Executive Women’s Council of the SIEDC and is a Contributor to Forbes.
Mr. Burnett provides market insights to our trading personnel based on 30 years of experience in domestic and international equity trading, risk arbitrage and equity research. Prior to Wall Street Access, Mr. Burnett held several positions at Merrill Lynch including managing director in charge of the international equity department, director of research, and manager of the risk arbitrage department. Mr. Burnett is a graduate of Williams College and the Graduate School of Business of Stanford University. Mr. Burnett holds the Supervisory Analyst designation and the following licenses: Series 7, 63, 4, 16, 65, 86 and 87.
Mr. Lavin is the Senior Vice President of Operations. Since joining Wall Street Access in December 1996 Bill has held a number of trading and customer service positions. Prior to joining WSA, Bill worked at the Boston Group and Royce Investment Group as an account executive. Bill graduated from Boston University with a BS in Business and studied abroad in Brussels, Belgium. Mr. Lavin holds the following NASD licenses: Series 7, 63, 4, 9, 10, 14, 3, 24, 53, 99 and 55.
Keith Knox worked for Schwab Capital Markets as a Senior trader from 1985-2003
In 2004 he formed Hudson Securities, a Market Making and Institutional sales Brokerage firm.
He served as President and COO of Hudson Securities and CEO of Hudson Technologies (Hudson’s Technology development subsidiary) until the firm was acquired in 2011. He then joined Wall Street Access in 2012 as EVP Institutional Equities Trading. Mr. Knox hold a BS Degree from Mercy College and holds FINRA licenses series 7,24,56,66 and 79
Nicole Parascandola began her career in finance in 2011 at HFP Capital Markets, LLC as an Operations Administrative Assistant. In 2015 she began at SAM Advisors, LLC as Operations Manager/Executive Assistant working directly with the President and as a liaison with clients, custodians and portfolio managers. In December 2015 SAM Advisors, LLC merged their operation with Wall Street Access where she provides operational support for Colleen Kelleher Sorrentino and is currently studying for her Series 7 license.