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.

Tyler Murphy

Portfolio Administrator

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Tyler is a Portfolio Administrator at The Colony Group, providing operational support and client service as part of the firm’s Investment Services department. Prior to joining the firm, Tyler was a Portfolio Administrator at Monument Group Wealth Advisors, where his responsibilities included client service, trading, and compliance support.

Tyler earned his B.A. with summa cum laude honors from The University of Massachusetts, Amherst, where he was elected to Phi Beta Kappa. When not in the office, Tyler enjoys long distance running, snowboarding, and traveling as often as he can.