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.

Nan Vlad, JD

Senior Vice President & Senior Financial Counselor

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Nan is a Senior Financial Counselor and a Principal of The Colony Group. With her combined legal and financial expertise, Nan provides counsel to high net worth individuals and families on issues including investment management, asset allocation, tax, estate, and business planning.

Prior to joining The Colony Group, Nan practiced real estate and general business law. Nan earned her Juris Doctor with honors from Suffolk University School of Law and received her undergraduate degree and a master’s degree from the New England Conservatory of Music.