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Investment Professional Biographies
Colleen Kelleher Sorrentino, CFA, Managing Director
Colleen launched Wall Street Access’ asset management business in
1995 and works with high net worth individuals, families, foundations
and corporations to build diversified, multi-asset class portfolios of
cash, bonds, stocks, mutual funds, ETFs and REITs for their liquid
assets. In addition to building appropriate portfolios, Colleen provides advice and a wide range of services in the following areas:
| • Alternative investments |
• Estate planning |
• Retirement Planning |
| • Cash management |
• Insurance and annuities |
o 401Ks & IRAs |
| • Concentrated stock |
• Lending |
• Solutions for business |
| • Income needs |
• Mortgages |
• Trusts |
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• College Planning |
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o 529 plans |
“Our clients worked hard to accumulate their wealth. With our expertise and diligence, we can create an asset management that achieves their goals.”
Colleen is a graduate of the University of Rochester with an MBA in Finance
from the Stern School of Business at New York University. Colleen was awarded the Chartered Financial Analyst designation in 2000.
A. Nicolais, Managing Director
Michael is a veteran equity investor and investment manager who has built successful portfolios for a wide range of clients for more than 40 years. Michael is a patient investor who knows value from the inside out. His broad experience on boards of directors of public and private companies and long tenure in the business has given him the informed perspective—from both sides of the trade—to identify situations that reflect greater future value.
“We measure our success through our ability to deliver solid, long term investing and excellent service to our clients based on their individual needs”
Upon graduating magna cum laude from Wagner College, Michael began his career with the Clark Estates, a family office. After retiring in 1991, he emerged from retirement in 1993 to join Carret Asset Management, the investment firm created by Pioneer Fund founder Philip Carret, as Senior Managing Director for 17 years.
Linda H. Sutkin, Managing Director
Linda is a seasoned portfolio manager who builds Equity, Fixed Income and Balanced portfolios appropriate to investors’ objectives. To uncover unrecognized value—whether due to misperception in the market’s valuation of a company, a new process or product, exogenous events or other factors, Linda conducts significant, in-depth research including personal visits to companies, analysis of underlying fundamentals and continuous monitoring of the macro and micro economic outlook.
“Buying quality assets at reasonable prices is the key to long term success. We are focused and disciplined in applying this conservative approach despite the short term vagaries of the market.”
Linda graduated cum laude from CUNY at Queens College and began her career in financial services at Merrill Lynch. For the past 19 years, Linda was Senior Managing Director and Senior Portfolio Manager with Carret Asset Management in New York City.
Sonia S. Survilla, Portfolio Administrator
Sonia began her career in client relations at several companies including, Lehman Brothers and Dreyfus. Most recently, Sonia was Administrative Assistant at Carret Asset Management working with Michael and Linda for 10 years. Sonia serves as an advocate for clients, liaising between clients and the team.
“Clients expect more than expert investment management. They deserve clear and comprehensive information on their holdings and prompt responses to questions and requests for information. "
Deken Palmer, Financial Advisor
Through over a decade of diverse consulting, non-profit and financial industry experience, Deken has developed the ability to understand clients' needs and implement investment strategies focused the long-term.
Deken joined Wall St Access in 2010 to advise families, non-profits and private foundations on matters of asset allocation, portfolio diversification and long-term financial planning strategies intended to manage risk. Prior to joining the firm, Deken worked with UBS Wealth Management where he earned his Series 7 brokerage and Series 66 advisory licenses. A graduate of Wake Forest University, proud native of Western Pennsylvania and dedicated golfer, Deken lives in Manhattan with wife, Beth.
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