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.

Cathie S. Thomas

Senior Portfolio Administrator

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Cathie is a Senior Portfolio Administrator, having joined The Colony Group in 2015 after serving as a Private Client Administrator for CapGroup Advisors since 2001. Her responsibilities at The Colony Group include client services, portfolio administration, and providing operational support for the team.

Prior to working at CapGroup, Cathie worked in the life insurance industry for 19 years, focusing on underwriting, marketing, and policy service. She currently holds her Life, Health, and Annuity License. In her spare time, Cathie enjoys staying active at the gym and taking Zumba and Yoga classes.