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.

"I spend my days sharing the Colony story. It is so fulfilling to help connect new clients with our counseling teams as I truly believe they are among the best in the industry."

Jennifer Geoghegan, MBA

Chief Marketing Officer & Advisor Coach

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Jennifer is the Chief Marketing Officer and Advisor Coach, and a Principal at The Colony Group. She works with the team across the Colony offices to attract new clients to the firm and continually enhance the client experience. Jennifer is passionate about connecting high net worth individuals and families, corporate executives, professionals, and institutions with whom, she believes, are some of the most talented Advisors in the industry.

Prior to joining The Colony Group, Jennifer was the Vice President of Marketing and Advisor Coach at Focus Financial Partners, the leading partnership of independent wealth management firms which Colony joined in 2011. Before joining Focus, Jennifer was VP, Card Acquisitions at American Express, where she marketed premium card products to affluent prospects. During her tenure at American Express, she also worked on new product development, customer loyalty and retention, and interactive marketing, giving her experience across the full affluent consumer lifecycle.

Jennifer holds an MBA in Marketing and International Business from the New York University Stern School of Business and a BA in Foreign Affairs from the University of Virginia. More recently she received an executive coaching certification from Columbia University.

Jennifer volunteers in her local community and is currently involved in youth ice hockey and lacrosse organizations. In her free time, she enjoys playing sports, cooking, and the time she and her husband spend at sporting events watching their son and daughter play.