Colleen Chandler is our Director of Strategy and member of the Investment Committee, joining M&S Wealth with over 30 years of experience working with CFOs, treasurers of Fortune 500 publicly traded companies, and privately held firms to structure fixed income and working capital financing, consult with rating agencies, and access the publicly traded markets. She founded a registered investment advisory practice which was acquired in 2017 by a multibillion-dollar asset manager.
Colleen is keenly focused on building personal connections with client and their families through wealth management, and now expanded tax and estate planning services. She is excited to invest in new services, people, and resources to help our clients build wealth—today and for future generations.
Colleen holds a bachelor’s degree in economics from the University of Notre Dame and an MBA with a concentration in finance from Northwestern University.
Colleen is the proud mother of three grown sons and grandmother to one darling granddaughter. She is also a dog mom to Houston, her Pembroke Welsh Corgi.