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.

"Imagine your financial life as a coordinated, dynamic, and thoughtfully managed strategy. We certainly do."

Nadine Gordon Lee, CPA/PFS, CFP®

Managing Director, Metro NY Offices & President, Colony Family Office

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Nadine (Dina) Lee is the Managing Director of The Colony Group’s Metro NY Offices and President of the Colony Family Office. Previously, Dina was the President and Founder of Prosper Advisors. During her more than thirty years in wealth management, Dina has spent most of her career advising wealthy family groups, corporate executives and owners of closely held businesses. She is a former Managing Director of U.S. Trust Company and a former Partner of Ernst & Young.

Dina’s planning expertise incorporates investment management techniques with philanthropic, estate, and income tax strategies to optimize family wealth while controlling risk.

As a leader within her profession, she has held the following key positions:

As a speaker, her audiences have included the Wharton School, the UJA, the Investment Management Institute, the American Institute of CPA’s, the FPA, the NYSSCPA and the Estate Planning Council of NYC. Dina is frequently quoted in the financial press and has had many interviews on network television including hosting her own seven part series on wealth management and financial planning on CNN financial news.

Dina received her Bachelor’s Degree in Accounting from Queens College and her Masters in Taxation from Pace University. She is the past recipient of the New York State Society of CPA’s Outstanding CPA in Industry Award and was previously cited as one of Crain’s New York’s “40 under 40”.

Dina has served in leadership positions on several charitable boards and committees including SUNY College of Optometry, Pace University, Cancer Care Inc. and Lincoln Center and The North Castle Land Trust. She serves as an officer on the Board of Governors of Burning Tree Country Club in Greenwich, Connecticut.

*See important disclosures regarding awards and recognitions.