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.

Richard H. Carroll

Senior Portfolio Administrator

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Richard is a Senior Portfolio Administrator at The Colony Group, providing operational support and client service as part of the firm’s Investment Services department. Prior to joining the firm, Richard was a Client Service Representative in the Wealth Manager Services department of State Street Corporation where he served as a custody administrator for several of the department’s high net worth client relationships.

Richard earned his Bachelor of Science in Economics from Bridgewater State University where he graduated Cum Laude and was elected to the Omicron Delta Epsilon International Honor Society for Economics. When not in the office, Richard enjoys spending time with his family and friends, watching football, playing sports, and cooking.