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.

Stephen P. Colbert, MSF, CMT

Research Analyst

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Stephen is a research analyst at The Colony Group, with over 10 years of experience in investment research and portfolio management. He is responsible for equity research and analysis for the firm, with a generalist coverage focus for The Colony Group’s Multi-cap, Dividend Growth, and ESG strategies.

Before joining The Colony Group, Stephen was a portfolio manager at Cray Capital, a growth-focused long/short equity fund. In that role, he analyzed all sectors, identifying companies well positioned to take advantage of secular growth trends. Previously, Stephen spent several years as an equity research analyst at Canaccord Adams in Boston covering the discretionary consumer sector and was a frequent contributor to the financial media, including CNBC and Bloomberg.

Stephen earned a Master of Science in Finance from Boston College and a Bachelor of Science in Finance from Boston College. He holds the Chartered Market Technician designation.