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.

Andrew Belastock

Senior Portfolio Administrator

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Andrew is a Senior Portfolio Administrator at The Colony Group, providing operational support and client service as part of the firm’s Investment Services department. Prior to joining the firm, Andrew was a Financial Analyst on the Commercial Finance team at Welch’s where he provided in-depth financial analysis and consulting for their domestic business.

Andrew earned his B.B.A in Finance from the Isenberg School of Management at The University of Massachusetts, Amherst. When not in the office, Andrew enjoys playing golf, skiing, and playing basketball.