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.

Terri A. Feeney, CPA

Chief Financial Officer

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Terri serves as the Chief Financial Officer and a Principal of The Colony Group.  Prior to joining the firm in July 2012, Terri was a senior accountant with the public accounting firm of Sharkansky LLP and served on the firm’s outside accounting team.  She worked directly with privately-owned businesses, focusing on accounting and tax matters of critical importance to each client.  With her extensive background in sophisticated accounting and tax matters, Terri provides financial oversight and reporting for the firm.

Terri is a Certified Public Accountant and a member of the Massachusetts Society of Certified Public Accountants.  She previously served as the treasurer of the Raynham Youth Baseball and Softball Organization.

Terri graduated with honors from the University of Connecticut, where she earned her Bachelor of Science degree in Accounting.