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.

"Our clients seek and deserve excellent advice when it comes to specific asset, tax, and estate solutions. I am proud to connect them with our expertise."

Robert E. Whelan

Senior Vice President, Business Development

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Bob is a Senior Vice President for Business Development and a Principal of The Colony Group. He also serves as Chairman of the company’s Business Development Committee. Bob is responsible for developing new business opportunities for the firm and works closely with all divisions and departments of the company, creating new avenues of distribution for its services. With nearly 30 years of experience in the financial services industry, Bob has a proven track record of effectively identifying and developing key relationships with high net worth individuals, corporate clients, and business principals.

Previously, Bob was a Managing Director at Kobren Insight Management and Babson Capital Management, where he was responsible for both high net worth and institutional sales. He also was a Registered Representative with the National Association of Security Dealers, having held series 7, 63, and 65 licenses. Bob earned a Bachelor of Arts in Economics from Boston University.

Bob is a Board Member of MAB Community Services, one of the oldest non-profits in Massachusetts, as well as a former Board Member of Needham Little League. In his free time, he spends time with his wife and three boys in Needham and Duxbury, Massachusetts.