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.

“I enjoy knowing that the work I am doing at The Colony Group is helping families minimize financial stress and allows them to focus on activities that they enjoy.”

Andrew Kielar

Portfolio Associate

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As a Portfolio Associate, Andrew is responsible for the creation, execution and oversight of client investment portfolios, preparing and inputting trades with brokers and custodians, and providing operational support to the investment management team.

Prior to joining The Colony Group, Andrew was an intern at Morgan Stanley and State Street.

Andrew earned his Bachelor of Science in Economics from Union College. When he is not in the office, Andrew enjoys golfing, fishing, watching the Patriots, and playing pick-up basketball.