Colleen McCaffery

Senior Vice President & Private Client Advisor at Wells Fargo Bank, NA (Private Banking)

Colleen McCaffery

Colleen McCaffery

Senior Vice President & Private Client Advisor at Wells Fargo Bank, NA (Private Banking)

Biography

Colleen McCaffery is on the board of LINK Unlimited Scholars.

Overview
RelSci Relationships

171

Relationships
RelSci Relationships are individuals Colleen McCaffery likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Chief Executive Officer at Link Unlimited Scholars

Relationship likelihood: Strong

Partner at Kirkland & Ellis LLP

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Partner, Chicago at McDermott Will & Emery LLP

Relationship likelihood: Strong

President & Chief Operating Officer, Chicago at Colliers International

Relationship likelihood: Strong

Chief Executive Officer at McCaffery Interests

Relationship likelihood: Strong

Vice President at LaSalle Community Development

Relationship likelihood: Strong

Partner at Mayer Brown LLP

Relationship likelihood: Strong

Assurance Office Managing Partner at BDO USA LLP

Relationship likelihood: Strong

Partner at Heidrick & Struggles

Relationship likelihood: Strong

President & Director at Erp Holding Co., Inc.

Relationship likelihood: Strong

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Colleen McCaffery
Senior Vice President & Private Client Advisor at Wells Fargo Bank, NA (Private Banking)
Career History
Senior Vice President & Private Client Advisor
Current

Wells Fargo Bank's main investment management products include FundSource and Allocation Advisors Strategic ETF Portfolios. FundSource primarily uses mutual funds that have been constructed from a recommended list of more than 240 mutual funds. In general, each fund's objective is to beat its index on a risk-adjusted basis through independent security selection and weighting. Risk is spread over multiple types and classes of mutual funds. The Allocation Advisors Strategic ETF Portfolios use a portfolio of ETFs that are targeted to meet the client's objectives and risk tolerance over a long time period. The portfolios employ ETFs which offer diversification and the ability to mirror entire indexes, segments of the markets or whole industries. The ETFs offer a level of diversification difficult to obtain through single stock purchases. Wells Fargo Bank's processes to meet the needs of their clients are the following: understand; analyze; advise; and evolve.

Boards & Committees
Director
Prior

LINK Unlimited Scholars provides educational, college preparatory opportunities for economically disadvantaged African-American high school youth. The company was founded in 1966 and is headquartered in Chicago, IL.

Other Affiliations

Colleen McCaffery is affiliated with Wells Fargo Bank, NA (Private Banking), Link Unlimited Scholars

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Colleen McCaffery. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Colleen McCaffery's profile does not indicate a business or promotional relationship of any kind between RelSci and Colleen McCaffery.