Shana Colegrove

 In her role as Investment Management Specialist, Shana is responsible for the administration and daily reconciliation of the firm’s portfolio management system. Additionally, she prepares and distributes client performance statements, manages daily distributions, and assists in investment trading.

Shana earned her Associated degree from Corning Community College and has been with Socha Financial Group, LLC since 2008.


Shana L. Colegrove