Five Star Wealth Manager Award

22 Colony Group Wealth Advisors Featured in Boston Magazine as Recipients of 2018 Five Star Wealth Manager Award

The Colony Group is proud to announce that 22 of our Wealth Advisors were recognized with the 2018 Five Star Wealth Manager Award in the February edition of Boston Magazine. As Five Star Wealth Managers, our advisors were selected for providing quality services to their clients, among other criteria.

The Five Star Professional team’s research and evaluation process included factors like client retention, education and professional designations, and client satisfaction.

The Colony Group’s Five Star Wealth Manager’s in Boston are:

Jeffrey Craig, CFP®

Patrick Donnelly, CFP®

Denise Duffy, JD

Cary Geller, MBA, CPA/PFS, CFP®, AEP®

Matthew Ilteris, CFP®, EA®

John Keller, MBA, PhD

Jay Lupica, JD

Rick Macdonald, CFA, CFP®

Roderick Macdonald, JD, CFP®

Erin Manganello, CFP®

Scott McDonald, MFSP, CFP®

Peter Mitrano, CFA, CFP®

Stephen Sadler, JD, LLM

Joseph Salvati, CFP®

Edward Schiela, CLU®

Stephen Stelljes, JD, CFP®

Elizabeth Talbot, CFA, CPA

Janet Tighe, MBA, CFP®, CDFA®

Nan Vlad, JD

William Weydemeyer, MBA, CFP®

Cheryl Wilkinson, CFP®

Michael Wright, JD, CFP®

Congratulations to The Colony Group’s 22 Five Star Wealth Manager Award recipients for being recognized for their dedication to their clients and their profession.

Go to to see the award winners.

About The Colony Group

The Colony Group is an independent financial advisory firm with approximately $7.5 billion in assets under management and approximately 140 employees as of January 1, 2018, with offices in Massachusetts, New York, Virginia, Florida, Colorado, and now Maryland. Founded in 1986, The Colony Group provides high-net-worth individuals and families, corporate executives, athletes, professionals, entrepreneurs, and institutions with deep expertise that goes beyond investment management and can encompass the full suite of wealth management services, including tax, estate, retirement, and philanthropic planning, asset allocation, and cash and risk management.



Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.