Colleen E. Shafer

Colleen Shafer serves as Senior Executive Assistant of Ellsworth Advisors. In this capacity, she is a prominent face of the firm and primary client interface. Her responsibilities include managing communication 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 30 animals in the past 8 years. She is a graduate of Kent State University.