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 strive to provide value for service and want to be our client’s first call to solve whatever financial and planning issues they may face, no matter how complex."

Roderick Macdonald, JD, CFP®

Managing Director & Senior Financial Counselor

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Rod is a Managing Director and Senior Financial Counselor at The Colony Group. Prior to joining the firm, Rod served as a Principal of Long Wharf Investors, where he leveraged his strong analytical skills and honed his abilities as a corporate lawyer to advise clients on a broad background of business, legal, and financial issues. Rod is a CERTIFIED FINANCIAL PLANNER professional and brings more than 20 years of experience as a business and commercial real estate lawyer.

For 15 years, Rod served as Chairman of the Advisory Committee for the City of Boston, guiding the comprehensive planning process for billions of dollars of planned development on the City of Boston Waterfront. He was named a “Five Star Wealth Manager” by Boston Magazine in 2014 and 2015.*

Rod holds a Bachelor of Arts in International Relations from Brown University and earned his Juris Doctor from the Indiana University School of Law. When not in the office, Rod enjoys playing tennis, golf, biking, and gardening, as well as escaping for time away when possible.

*See important disclosures regarding awards and recognitions.