Colleen S. Supran

Principal at Bingham, Osborn & Scarborough LLC

Colleen S. Supran

Colleen S. Supran

Principal at Bingham, Osborn & Scarborough LLC

Overview
RelSci Relationships

272

Number of Awards

1

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

Principal & Portfolio Manager at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

Chief Executive Officer-Corporate Client Banking at Boston Private Bank & Trust Co.

Relationship likelihood: Strong

Founder at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Managing Principal at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Partner/Principal at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

Director of Financial Planning at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

Principal at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

Principal at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

In The News
The New York Times
November 5, 2015
Markets Tip Back on Yellen Remark
The New York Times
June 4, 2015
Indexes Rise, but Energy Shares Slump
Associated Press
July 11, 2014
Stocks stabilize, but end down for the week
Associated Press Online
March 5, 2014
Stocks settle down after big swings on Ukraine
The New York Times - Biographical Materials
October 10, 2013
Wall St. Climbs as Hopes For Détente on Debt Emerge
Paths to Colleen S. Supran
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Colleen S. Supran
Principal at Bingham, Osborn & Scarborough LLC
Education
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.

Awards & Honors
CFA (Chartered Financial Analyst)