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 seek to build strong relationships based on a solid foundation of honest communication and trust.

Rachel Cambio

Marketing Manager

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Rachel is the Marketing Manager at The Colony Group, responsible for managing client outreach, as well the firm’s digital and social marketing strategy.  Working closely with management and both the wealth management and investment services teams, she fills a vital role in supporting counselor needs and business development efforts.

Rachel’s professional experience includes roles in marketing, event management, and communications for organizations such as the New England Patriots, New England Revolution, and Citadel Broadcasting.  Before joining The Colony Group, Rachel worked as a Social Media Analyst for the Commonwealth of Massachusetts, where she managed social media strategies and campaigns for Mass.Gov and provided support and guidance to partner agencies.  Previous to working for the Commonwealth, Rachel spent five years as a project manager in the marketing research industry.

As a Northeastern University graduate, Rachel earned her Bachelor of Science in Business Administration, cum laude, with a dual concentration in marketing and management.  In her free time, Rachel enjoys playing soccer, traveling, and spending time outdoors with her dog.