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

Giovanni Tiso

Associate Portfolio Manager

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Giovanni is a Associate Portfolio Manager at The Colony Group, providing operational support and client service as part of the firm’s Investment Services department. He joined the firm in 2014 as an intern and then transitioned into a full-time role in 2015.  Previously, he worked as a finance intern for 1199 SEIU National Benefit and Pension Funds.

Giovanni earned his Bachelor of Art in Economics from Fordham University, where he graduated Cum Laude and was elected to the Omicron Delta Epsilon International Honor Society for Economics and the Phi Eta Sigma National Honor Society. Giovanni is a CFA level II Candidate. In his spare time, Giovanni enjoys exercising, spending time with family and friends and traveling.