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.

Matthew C. Ilteris, CFP®, EA®

Vice President & Senior Financial Counselor

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Matt is a Senior Financial Counselor and a Principal at The Colony Group. He provides comprehensive wealth management and investment advisory services, including financial planning, investment management, and tax planning, to corporate executives and high net worth clients of the firm. Matt is a CERTIFIED FINANCIAL PLANNER professional and an Enrolled Agent before the Internal Revenue Service. He was named a “Five Star Wealth Manager” by Boston Magazine in 2016 and 2017.*

Matt originally joined The Colony Group as a Portfolio Administrator in Colony Investment Management, where he was primarily responsible for new accounts, performance reporting, and client service requests. He earned his Bachelor of Science in Corporate Finance with a minor in Business Leadership from Virginia Tech.

As a lifelong athlete, Matt has completed multiple marathons and also enjoys playing hockey during the winter months. He also enjoys spending time with his wife and children.

 

*See important disclosures regarding awards and recognitions.