Director of Operations and Client Services

Colleen T. McKenna

Colleen McKenna leads operational strategy and client engagement, pairing disciplined financial execution with highly personalized service.

About Colleen T. McKenna

Colleen McKenna brings more than 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, helping maintain 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 disciplined financial execution with highly personalized client care.

Colleen holds a BS in Industrial-Organizational Psychology from DePaul University and is an avid traveler.

Questions about Colleen McKenna’s role

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What does Colleen McKenna lead at Invictus?

Colleen McKenna’s profile identifies leadership of operational strategy, client engagement, service delivery, and process improvement. Her role is intended to help coordinate the client experience and disciplined execution across the firm. Final title, scope, and responsibilities require firm and compliance confirmation before the profile is approved for production.

What experience does Colleen McKenna bring to client service?

The published biography describes more than 20 years of financial-operations and client-service experience supporting high-net-worth and multigenerational families, including prior operational leadership at Taiber Kosmala & Associates. The biography remains a development draft and requires factual, employment-history, and role verification before indexing.