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.

John Keller, MBA, PhD

Senior Investment Counselor

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John is a Senior Investment Counselor at The Colony Group. Previously, John was a Principal and Co-Founder of Long Wharf Investors, where, in addition to serving as the firm’s chief trader and technology officer, he developed, managed, and maintained quantitative models for selecting investments for the firm’s clients. For more than 25 years, John has leveraged his modeling and statistical training to study the science of investing.

John currently serves as a member of the Board for The Learning Disabilities Network and of the Boston Green Academy. He also is President of the Board for the Boston Green Academy Foundation. John received his Bachelor of Arts in Anthropology from Stanford University. He then went on to earn his MBA with a concentration in Finance, as well as a Master of Arts and a PhD from the University of Michigan.

In his spare time, John’s interests include educational travel and collecting mid-20th century European lithographs and 1950s aviation militaria.