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.

Theresa Falcaro

Senior Portfolio Administrator

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Theresa is a Senior Portfolio Administrator, having joined The Colony Group after serving as portfolio administrator for Prosper Advisors since 2008. Theresa’s responsibilities at The Colony Group include client services, portfolio administration and providing operational support for the team.

Theresa graduated Cum Laude from Manhattanville College, where she earned her B.A. in Business Administration. When not in the office, Theresa enjoys spending time with her husband and daughter, as well as hiking and traveling.