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.

"What I most enjoy is finding investments that help to provide for the security of our clients' financial futures."

Andrew Roswell

Research Analyst

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As a Research Analyst for The Colony Group, Andrew’s curiosity and interest in the effects of macroeconomic trends on individual companies and capital markets make him a natural in researching and analyzing investment opportunities for our clients’ portfolios. He works with our Investment team to provide ongoing research and due diligence which informs our current and future investment strategies.

Andrew served as a Research Analyst for Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. He also interned at J.P. Morgan in New York City.

Andrew earned his Bachelor of Science in Economics and a Minor in Business from the University of Michigan Ross School of Business.

To relax, Andrew enjoys going to the beach, coaching young lacrosse players and is an avid Baltimore Raven’s and Orioles fan.