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.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Focus Areas
Stock Options and Equity Compensation
Tax Planning
Multi-Generational Planning
Client Specialty
Executives
Professionals
Retirees
Women in Transition
Community
Community soup kitchen, volunteer weekly; Wellesley College, Treasurer, Alumnae Class
Recognitions
Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2021-2024)
2023 AdvisorHub’s Advisors to Watch
Erin is a Senior Wealth Advisor at The Colony Group. Erin counsels high-net-worth individuals and families on a wide range of wealth management and investment advisory services, including financial planning, investment management, and tax planning. She is also a member of The Colony Group’s Diversity, Equity, and Inclusion Council.
Previously, Erin served as a Senior Portfolio Administrator, acting as a primary contact for The Colony Group’s custodial relationships and a point person for various client service requests. Prior to joining the firm, Erin was a Financial Advisor Assistant at Long Wharf Investors, where she provided client service, investment, and compliance support.
Erin graduated cum laude from Wellesley College, where she earned her Bachelor of Arts in Mathematics and Classical Civilizations. She also received her Master of Theological Studies from Harvard Divinity School.
In her spare time, Erin volunteers weekly at a local soup kitchen and serves as the Treasurer of her college Alumnae class. She also enjoys playing in curling and bocce leagues.
AdvisorHub’s criteria: Advisors to Watch (2023) – The Advisors to Watch ranking uses three main criteria in its methodology: scale, growth, and professionalism.
Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.
Published Insights
Culture
23 Colony Group MA-area Senior Wealth Advisors Awarded Five Star Wealth Managers for 2024
February 2, 2024
We are excited to share that 23 Massachusetts-area senior wealth advisors of The Colony Group have been named recipients of the 2024 Boston Five Star Wealth Manager award by...
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...
Spotlight on Giving – Wednesday Night Supper Club and Erin Sullivan
May 10, 2019
I have been volunteering with Wednesday Night Supper Club for about a decade. In commuting across Boston, I was moved to do my part by the vast display of...