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

Gavin McLean

Senior Finance Associate

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Gavin is a Senior Finance Associate at The Colony Group.  He supports the company’s Chief Financial Officer with all aspects of the accounting process including accounts payable, accounts receivable and internal reporting functions.  Prior to joining The Colony Group, Gavin served as a senior staff accountant for a content marketing company where he supported the accounting department with monthly book keeping activities.

Gavin is a graduate of Salisbury University where he earned a Bachelor of Arts in Economics.  In his spare time he enjoys skiing, hiking and surfing.