Colleen McKenna serves as the Director of Operations & Client Services at The Invictus Collective, wielding over 20 years of mastery in financial operations, client relationship management, and strategic leadership to deliver unmatched service to ultra-high-net-worth individuals and multigenerational families. In this pivotal role, Colleen drives seamless processes that elevate efficiency while upholding uncompromising standards of precision and clarity. Her leadership in client services is fueled by an unwavering passion for forging lasting relationships, anticipating client needs, and providing proactive, insightful counsel to navigate complex financial landscapes.

Before joining The Invictus Collective, Colleen was a Managing Director at Taiber Kosmala & Associates, a Chicago-based wealth management firm, where she pioneered operational innovations and redefined client service excellence for high-net-worth and institutional portfolios. Her distinguished career reflects a steadfast commitment to harmonizing sophisticated financial strategies with deeply personalized execution, earning trust and delivering results at every turn.

A graduate of DePaul University with a BS in Industrial – Organizational Psychology, Colleen’s journey is defined by a relentless pursuit of excellence and an ability to transform challenges into opportunities. Outside the office she is an avid traveler who has been all over the globe with her daughter and currently resides in La Grange, Illinois.