Principal, Corporate & Venture Services Specialist
Telephone: (212) 705-0348
Colleen Holmes joined Needham & Company in 2003. With over 15 years of experience in alternative investments and asset management, Colleen’s principal focus is assisting with the coordination and marketing of Needham’s corporate services and asset management capabilities. Her expertise specifically lies in Stock Repurchase Plans, Restricted Stock Sales, Block Trades, and the implementation of 10b5-1 sales plans for insiders and officers. She is also focused on managing the needs of our venture fund clients with their corporate governance & liquidity matters and supports operations and trading on daily activities. Prior to joining Needham, she worked at Brown Brother’s Harriman, W.P. Carey & Company and Norfolk Markets. She received a BS in Business administration from the University of Dayton in 1995.