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.

Jonathan Thrun, CMT

Vice President & Director of Fixed Income

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As Vice President of Fixed Income Strategies and a Principal at The Colony Group, Jonathan leads the firm’s fixed income strategies and underlying research and analytical processes. He also directs the management of fixed income portfolios, tailoring positions to achieve capital preservation and income production consistent with each client’s goals.

Jonathan has more than 15 years of industry experience and is a Chartered Market Technician. Before he joined The Colony Group, he was a portfolio manager and analyst at Wilmington Trust where he focused on both fixed income and equity portfolio construction. He also managed client relationships for many of the company’s high net worth individual and family clients. Jonathan has also served in trading and institutional investment services positions at Stone Securities, Fidelity Investments, and Putnam Investments, having held NASD Series 6, 7, 24, 55, and 63 licenses.