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

Erin M. Sullivan

Senior Associate Financial Counselor

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Erin is a Senior Associate Financial Counselor at The Colony Group.  Erin serves as a primary contact for The Colony Group’s custodial relationships and a point person for various client service requests. In addition, Erin is responsible for portfolio administration and reporting, trade support and execution, and other operational support functions.  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 spends her time volunteering weekly at a local soup kitchen as well as serving as the co-lead of a local high school youth group and Treasurer of her college Alumnae class. She also enjoys tai chi, Zumba, reading, and traveling.