Colleen Barry Mac pherson
Investment adviser representative at Penobscot Investment Management Company, Inc.
10 yearsExperience
2 statesRegistered in
CFADesignation
$1.6BFirm assets
Are you Colleen Barry Mac pherson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Penobscot Investment Management Company, Inc.Aug 2016 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Penobscot Investment Management Company, Inc.
$1.6BAssets managed
562Clients
8Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5827676
- Firm CRD
- 105060