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.

Jay A. Lupica, JD

Senior Vice President & Senior Financial Counselor

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Jay is a Senior Financial Counselor and a Principal of The Colony Group. He works primarily with clients needing intergenerational wealth strategies, advanced estate and financial planning, philanthropy strategies, and investment management services. Jay regularly presents seminars on wealth management topics to help families build and realize a vision for their legacies.

For over 20 years, Jay was engaged in the private practice of law, specializing in estate planning, real estate, and business transactional law. He earned his Juris Doctor from Suffolk University School of Law and a Bachelor of Science in Finance and Investments from Babson College.

Jay is an active member of the Boston Estate Planning Council, a member of the Leadership Council of Alzheimer’s Association of Massachusetts, and a member of the Development and Finance Committee for the Italian Home for Children in Jamaica Plain. He is a past Chairman and President of the Beacon Hill Civic Association.