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Colleen S. Supran

Principal at Bingham, Osborn & Scarborough LLC
Overview
Relationships
In The News
Paths
Education
Memberships
Career History
Awards & Honors

Colleen S. Supran

Principal at Bingham, Osborn & Scarborough LLC

Overview

Awards
1
Number of Relationships
This person is connected to 271 people.

Relationships See Details


Principal & Portfolio Manager at Bingham, Osborn & Scarborough LLC

Executive Vice President at Boston Private Financial Holdings, Inc.

Founder at Bingham, Osborn & Scarborough LLC

Principal & Chief Investment Officer at Bingham, Osborn & Scarborough LLC

Managing Principal at Bingham, Osborn & Scarborough LLC

Managing Principal, Chief Operating Officer at Bingham, Osborn & Scarborough LLC

Partner/Principal at Bingham, Osborn & Scarborough LLC

Director of Financial Planning at Bingham, Osborn & Scarborough LLC

Principal at Bingham, Osborn & Scarborough LLC

Principal at Bingham, Osborn & Scarborough LLC
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In The News See More

The New York Times
November 5, 2015
The New York Times
June 4, 2015
Associated Press
July 11, 2014
Associated Press Online
March 5, 2014
The New York Times - Biographical Materials
October 10, 2013
See full news coverage and complete stories with RelSci Professional.

Paths to Colleen S. Supran

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Educational Background

B.S in Economics 
The University of Wisconsin–Madison has long been recognized as one of America's great universities. A public, land-grant institution, UW–Madison offers a complete spectrum of liberal arts studies, professional programs and student activities. Spanning 936 acres along the southern shore of Lake Mendota, the campus is located in the city of Madison.
MBA 
The Walter A. Haas School of Business, also known as the Haas School of Business or simply Haas, is one of 14 schools and colleges at the University of California, Berkeley. The school runs a range of programs and is consistently ranked among the best in the country. Known for its small class size, academic rigor, and application selectivity, Haas is one of the most prestigious business schools in the world. It is the second oldest business school in the United States.

Memberships

Member
Current
CFA Society San Francisco (CFASF) leads the investment profession by promoting the highest standards of ethics and professional excellence through education and fellowship. CFASF is part of an unusual association management universe that does not function within a traditional chapter/parent framework. Instead, the Society is an independent California-incorporated 501c(6) non-profit association, which affords it a level of autonomy within the CFA Institute community.

Career History

Principal
2007 - Current
Bingham, Osborn & Scarborough's (BOS) investment approach starts with careful consideration of each client's financial goals, constraints, and risk tolerance. The firm then develops tailored investment strategies with the goals of generating competitive long-term returns and moderating risk. They prefer low-cost investment vehicles and emphasize an investment selection process that avoids conflicts-of-interest. BOS diversifies portfolios among major investment markets that may include: U.S. dollar cash instruments; high-quality short to intermediate term U.S. dollar bonds and notes; foreign bonds and notes; specialty U.S. common stocks such as technology and real estate; large company U.S. common stocks; small company U.S. common stocks; foreign stocks (including emerging markets); and commodities (including precious metals such as gold and silver).In general, when BOS recommends the purchase of securities, they recommend purchases of managed portfolios, such as mutual funds, ETFs, fixed/variable annuities, and separately managed accounts of individual stocks or bonds (e.g., Breckinridge Capital Advisers, SNW Asset Management, Aperio Group). BOS may recommend alternative investments, such as limited partnerships, private placements and hedge funds, although they are not the predominant portion of BOS-managed client portfolios.
Director of Research
Prior
Morrison & Frazier takes a GARP approach to investing. The firm invests in US multi-cap companies across all sectors.
Credit Analyst
Prior
BNP Paribas operates as an investment advisor. It provides capital markets, securities services, financing, treasury and advisory solutions. The firm’s services are provided via four core business lines: Global Markets, Securities Services, Financing Solutions and Advisory. The company is headquartered in New York, NY.
Professional
Prior
BNP Parribas is a leader in banking and financial services in Europe. The Group is present in 80 countries. It employs close to 200,000 people, half of which are based in its four ‘domestic’ markets (Belgium, France, Italy and Luxembourg). The three main activities of BNP Paribas are complementary, providing strategic strength and assuring the bank financial solidity: Retail Banking, Investment Solutions and Corporate & Investment Banking. By placing the customer firmly at the heart of its operations, “the bank for a changing world” has positioned itself as a responsible company at the service of its customers. It defines itself through its rigorous approach to managing risk, its capacity to adapt and its ability to innovate
Senior Investment Team Member
Prior

Awards & Honors

Professional Certification
CFA (Chartered Financial Analyst)
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