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 J. Wig, MBA, CFA

Vice President & Director of Equity Portfolios

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Andy is the Vice President of Portfolio Management and a Principal of The Colony Group. Having joined the firm over 10 years ago, he manages a select group of investment portfolios and covers the energy sector for the company’s equity portfolio strategies. Andy also serves as Quality Control Officer of Colony Investment Management, the firm’s asset management division, and is responsible for implementing and monitoring the quality control policies and procedures for the division.

Before joining The Colony Group, Andy was employed as a Research Analyst at Congress Asset Management in Boston. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Boston Security Analysts Society. Andy earned a Master of Business Administration from Boston University and a Bachelor of Arts from Colgate University.