People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Aleasa Rountree

Portfolio Administrator

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Aleasa is a Portfolio Administrator at The Colony Group. She joined the team September 2016 and her professional experience includes nearly a decade of financial services and administrative support.  She is responsible for client service, portfolio administration and operational support.

Prior to joining The Colony Group, Aleasa was a Retirement Processor at SunTrust Bank, where she assisted advisors servicing high net-worth clients with account maintenance and operational support. She started her career at the Virginia Employment Commission where she worked in Auditing as a Tax Examiner.

Aleasa is a graduate from Virginia Commonwealth University’s School of Business where she earned her BS in Human Resource Management and Services.  When not in the office, Aleasa enjoys spending time with family and friends, hiking, and traveling.