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.

Lisa Burnham

Office Administrator

Back To Bios

Lisa joined The Colony Group in September 2015 as an Office Administrator.  She provides a broad range of technical and client management support to the company’s management, operations, and wealth management teams.  She is also responsible for general office support functions and administrative tasks while providing attentive service to clients and guests visiting the office.  Prior to joining The Colony Group, Lisa was an elementary school teacher in Washington, D.C.

Lisa graduated from Roger Williams University, where she earned a bachelor’s degree in psychology and elementary education.  In her free time, Lisa enjoys spending time with her family, and participating in activities outside.  She especially enjoys hiking with her dog and has recently started learning how to play polo.