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.

Jeff Soulard, CPA/PFS, CFP®

Director of Tax Services

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Jeff is the Director of Tax Services at The Colony Group, leading a team that prepares over 1,000 individual, trust, and foundation tax returns annually. He is a Certified Public Accountant, earning a bronze medal for his performance on the Massachusetts Uniform CPA Examination. In addition to being a CPA, Jeff is a CERTIFIED FINANCIAL PLANNER professional and holds a Personal Financial Specialist designation from the AICPA.

Jeff has over 15 years of tax and financial planning experience at Arthur Andersen, State Street Global Advisors, and Bank of America. Prior to joining The Colony Group, he managed his own practice focused on a select group of high net worth families.

Jeff received his Bachelor of Science in Accounting and Master of Science in Taxation from Bentley College. He also earned a Graduate Certificate in Personal Financial Planning from Bentley College. Jeff is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants.

Jeff lives with his family on the North Shore of Massachusetts, where he is an active member of many local organizations and serves as the chairman of his town finance committee.