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.

Amy C. McMaster

Director, Client Services and Operations

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Amy is a Director of Client Services and Operations at The Colony Group. She works with and supervises a team of portfolio administrators responsible for maintaining client portfolios, establishing new accounts, transferring assets, processing trades, reporting quarterly performance, and administering various other client service requests. Amy also works with The Colony Group’s portfolio managers on mutual fund research and portfolio implementation.

Previously, Amy served as an Assistant Portfolio Manager and was responsible for day-to-day management of a select group of equity portfolios, as well as the firm’s mutual fund portfolios.

Amy earned a Bachelor of Science in Business Administration from Salve Regina University.