Colleen Shafer serves as a Senior Administrative Assistant at Ellsworth Advisors. In this capacity, she is a prominent face of the firm and the primary point of contact for clients. Her responsibilities include managing communications between clients and the investment team, onboarding new clients, processing account changes, and overseeing asset transfers and wires.
Colleen is a passionate advocate for many local animal rescue centers, where she has rescued and found forever homes for over 40 animals over the past 10 years. She is a graduate of Kent State University with an associate’s degree in Environmental Technology. When Colleen is not spending time with her family, you can find her at the movies or with a good book. Colleen currently resides in Green, Ohio, with her two rescue animals.