Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Christopher Johnson, MBA
Senior Wealth Advisor
Focus Areas
Investment Strategies
Estate Planning
Philanthropic Planning
Client Specialty
Executives
Business Owners
Attorneys
Recognitions
Living Classrooms Rising Star Award 2017,
Forbes 2023 Best-In-State Next-Gen Wealth Advisor,
2023 AdvisorHub’s Advisors to Watch
As a Senior Wealth Advisor and Principal at The Colony Group, Chris brings deep expertise in financial markets and investment strategy to the clients he serves. In addition, he performs ongoing portfolio analysis, asset allocation recommendations, and participates in investment research and due diligence for client of The Colony Group.
Chris served as a Senior Wealth Advisor and Director of Research of Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. He was also an institutional investment analyst for Cambridge Associates. Chris holds the Series 65 license.
Chris earned a Master of Business Administration in Finance from the University of Maryland and a Bachelor of Arts in Economics and Government from Georgetown University. He was recognized by The Living Classroom Foundation and Politico as a Rising Star in 2017 for his outstanding professional and personal achievements.
Chris began trading stocks through his private brokerage account while still in college, igniting his interest in investment management.
AdvisorHub’s criteria: Advisors to Watch (2023) – The Advisors to Watch ranking uses three main criteria in its methodology: scale, growth, and professionalism.
Forbes Best-In-State Wealth Advisors criteria (2018, 2020, 2021, 2022, 2023): Based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data, including years of experience, revenue trends, AUM, compliance records, client retention, best practices, and approach to working with clients. The following advisors received this recognition: Liz Talbot (2023), Richard Steinberg (2019-2021), Ron Rubin (2018, 2020), Craig Jones (2019-2022), Jeremy Kuhlen (2019-2020), and Max Haspel (2020-2023). Ron Rubin’s 2018 recognition was based on information submitted by Bridgewater Wealth & Financial Management prior to its merger into The Colony Group on January 1, 2018. Best-in-State Next-Generation: Chris Johnson (2023).
Published Insights
Culture
13 Colony Group Advisors Named Best-in-State Wealth Advisors 2024 by Forbes
April 4, 2024
Congratulations to the following Colony Group team members for being named to Forbes’ 2024 Best-in-State Wealth Advisors List: Debra Brede, Principal and Senior Wealth Advisor, D.K. Brede Investment Management...
Culture
The Colony Group’s Chris Johnson Has Been Ranked in Forbes 2023 “Best-In-State Next-Gen Wealth Advisor” List
August 9, 2023
We are pleased to announce that The Colony Group’s Chris Johnson, MBA, Senior Wealth Advisor, has been selected and ranked in Forbes “Best-In-State Next-Gen Wealth Advisor” list for 2023....
Culture
Five Colony Group Advisors Recognized as AdvisorHub’s 2023 Advisors to Watch
June 20, 2023
The Colony Group’s Jack Clark, MBA, CFA, CFP®, Senior Wealth Advisor, Christopher Johnson, MBA, Senior Wealth Advisor, Matthew Rapoport, CFP®, MST, Senior Wealth Advisor, Erin Sullivan, CFP® Senior Wealth...