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.

"Most clients think of us as the core of their financial lives — with the knowledge and expertise to handle all of their financial issues, big and small."

Michael J. Nathanson, JD, LLM

Chairman, Chief Executive Officer & President

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Chairman, Chief Executive Officer, and President Michael Nathanson is a highly respected and experienced leader in the wealth management industry. Previously, Michael served as Chief Financial Officer and General Counsel of The Colony Group. Prior to joining the firm, he was a Senior Partner at the international law firm of Wilmer Cutler Pickering Hale and Dorr LLP, where he held several leadership positions.

Michael has been recognized ten times by Barron’s magazine as one of the top 100 independent financial advisors in the nation and has been included in Worth magazine’s list of the country’s top 250 wealth advisors.* He also was selected six times as a “Super Lawyer,” as published in Massachusetts Super Lawyers.

He is committed to sharing his knowledge and experience with clients, colleagues, and the next generation of industry leaders and is a frequent speaker at industry conferences. He also has served on the Fidelity Clearing and Custody Solutions Advisor Council and the Schwab Advisor Services Advisory Board. Previously, he served on the Board of Advisors for Boston University’s Program for Financial Planners and as Co-Chairman of the Boston Bar Association Tax Section.

Michael has frequently been interviewed and published on a wide variety of financial, tax, and legal topics by many national and local news outlets, including Reuters, Dow Jones, the Wall Street Journal, Investment News, Financial Planning, Advisor Perspectives, Finalcial Advisor, the Boston Business Journal, and numerous journals and industry publications.

Michael is also passionate about public service. He serves as the Chairman of the Board of Directors of the National Brain Tumor Society and also serves on the Boards of Cure GBM and Pediatric Cancer Cure. He was the recipient of the 2016 Catalyst Award from the Invest In Others Charitable Foundation for his work with the National Brain Tumor Society. He is a former member of the Israel Bonds National New Leadership Board and also has served as a member of the Investment Committee of the Massachusetts Service Alliance and as a Trustee and Director of the Needham Historical Society.

He earned his Juris Doctor, cum laude, from Harvard Law School, an LL.M. in Taxation from Boston University School of Law, and a Bachelor of Arts, summa cum laude, from Brandeis University, where he was elected to membership in Phi Beta Kappa and was the recipient of numerous academic honors.

*See important disclosures regarding awards and recognitions.