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.

Peter A. Mitrano, CFA, CFP®

Vice President & Senior Financial Counselor

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Peter is a Senior Financial Counselor and a Principal of The Colony Group and has extensive experience in comprehensive financial planning for high net worth clients, focusing on investments, retirement, education funding, insurance, taxes, and estate planning. He has presented in front of corporate audiences on a variety of financial planning topics with a focus on investment management.

Peter was included in Boston Magazine‘s list of “Five Star Wealth Managers” for 2010, 2011, and 2012*. He is a CERTIFIED FINANCIAL PLANNER practitioner, an Accredited Asset Management Specialist, a member of the Boston Security Analysts Society, and holds the Chartered Financial Analyst® designation.

Peter graduated, summa cum laude, from the University of Massachusetts at Lowell with a BSBA in Finance.

*See important disclosures regarding awards and recognitions.