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.

The positive leadership and exhilarating drive of each member of the team is what I believe makes TCG one of the finest in the industry!

Kerri LaRosee

Manager of Human Capital

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Kerri is the Manager of Human Capital of The Colony Group, where she provides recruiting, training, career development, employee relations, benefits, and compensation knowledge. She also is part of the team that develops and executes strategic programs in the pursuit of a ”high-performance workplace where all of our people can thrive”.

Prior to joining The Colony Group in 2016, she was the Talent Development Manager of Saks Inc. and the Branch Human Resource Director for Oppenheimer and Co. Inc.  Kerri attended Northeastern University, and enjoys traveling, running, and spending time with her family and friends.