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.

Dan Donofrio

Senior Associate Financial Counselor

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Dan is a Senior Associate Financial Counselor at The Colony Group. He supports a team of financial counselors providing a wide range of wealth management and investment advisory services to high net worth individuals and families.

Prior to joining The Colony Group, Dan worked at PNC Wealth Management where he performed financial planning and analysis as part of a comprehensive wealth management offerring. Dan earned his Bachelor of Science in Business & Economics from Lehigh University. In his spare time, he enjoys spending time with family and friends, staying active and is an avid New York area sports fan.