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Colette Gregoire, AIF®

Colette Gregoire, AIF®

Director of Investment Operations

 Colette’s primary focus is the day-to-day service needs associated with investment management. She provides support for ongoing risk and performance monitoring of investment accounts in addition to assisting our clients with securities trading and cash flow management. Her professional passion is helping clients reduce the complexity associated with managing their assets and instilling confidence in their investment strategies.

 

Prior to joining Meritage, Colette worked in the environmental sector, focusing on sustainability in construction. She also has experience in marketing and project management.  Colette has earned the Accredited Investment Fiduciary® designation and also holds the FINRA Series 7 and 66 registrations and is a registered representative of Commonwealth Financial Network. She graduated from Hobart and William Smith Colleges with a degree in Environmental Studies and a minor in Economics.

 

When she’s not working, Colette enjoys live music, reading, golfing, and finding ways to explore the outdoors in all seasons. She lives in Glastonbury, CT, with her boyfriend, Eric. They take an annual trip to Lake Winnipesaukee and try to squeeze in weekend getaways with family to Sunapee, NH, whenever they can. Colette grew up in Cortland, NY, and traveled around the state for competitive baton twirling in high school.

 

Contact Colette at (860) 266-1574 or colette@meritagefs.com regarding your existing investment accounts or to discuss the investment products and services we offer.