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.

Clay T. Eubank, Jr., CIMA®, CPWA

Senior Financial Counselor

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Clay is a Senior Financial Counselor at The Colony Group, having brought over 30 years of experience in securities and investment advisory services from CapGroup Advisors in 2015. He has earned the Certified Investment Management Analyst® and Certified Private Wealth Advisor® professional designations from the Investment Management Consultants Association.

Previously serving as Managing Director of CapGroup Advisors, Clay was responsible for formulating client investment strategies and directing due diligence for domestic and foreign equity managers. Prior to joining CapGroup in 1991, he served for nine years as a senior officer and principal trader for Wheat First Securities.

Clay is a graduate of the Robins School of Business at the University of Richmond and is an active member of the University’s Spider Club.