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.

Rick Macdonald, CFA, CFP®

Vice President & Senior Financial Counselor

Back To Bios

As a Senior Financial Counselor and a Principal of The Colony Group, Rick brings over 15 years of experience in financial planning for high net worth clients on investments, retirement, education funding, insurance, taxes, and estate planning. He is a CERTIFIED FINANCIAL PLANNER practitioner, holds the Chartered Financial Analyst® designation, and is a member of the Boston Security Analysts Society.

Rick spent three years as an adjunct professor in the Financial Planning Program at Boston University. He has lectured about personal finance at local universities, including Boston University and Harvard Law School.

Rick has been quoted in publications including Money Magazine, the Boston Business Journal, the San Diego Business Journal, the Jewish Advocate, and the Boston Metro and has been a guest on Bob McCormick’s Money 101 show on KNX news radio in Los Angeles. He was included in Boston Magazine‘s list of “Five Star Wealth Managers” in 2010, 2011, 2016, and 2017*.

Previously, Rick was part of the team at Mintz Levin Financial Advisors. He graduated, summa cum laude, from the University of Massachusetts with a BA in Economics and received both his MBA and his MS in Finance from Boston College.

 

 

*See important disclosures regarding awards and recognitions.