Colleen McKenna brings 20+ years of financial operations and client service experience, supporting ultra-high-net-worth individuals and multigenerational families. She leads operational strategy and client engagement for The Invictus Collective, ensuring seamless processes and a consistently elevated service experience.

Previously, Colleen was a Managing Director at Taiber Kosmala & Associates, where she drove operational improvements and enhanced client service across high-net-worth and institutional portfolios. Her career reflects a commitment to combining sophisticated financial execution with highly personalized client care.

Colleen holds a BS in Industrial–Organizational Psychology from DePaul University. She lives in La Grange, Illinois, and is an avid traveler with her daughter.