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.

Ian Cole, CFA

Senior Associate Wealth Advisor

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Ian is a Senior Associate Wealth Advisor at The Colony Group. He supports a team of financial counselors with all aspects of client relationships, including financial, investment, and tax planning for high net worth individuals and corporate executives. Ian holds the Chartered Financial Analyst® designation.

Ian is currently pursuing the CFA designation and has passed the Level I and Level II CFA exams.  Prior to joining The Colony Group, Ian worked at Scottrade Financial Services where he held the FINRA Series 7 and 63 Licenses.  He earned a Bachelor’s in Arts in Economics from Boston University.   He enjoys spending time outside the office with his wife, friends and family, as well as running and hiking.