Matthew is a Senior Associate Wealth Advisor of The Colony Group. He supports a team of counselors with all aspects of client relationships, including financial, investment, and tax planning...
As Manager of Public Market Strategies and Senior Research Analyst of The Colony Group, Aaron is responsible for the oversight of the mutual fund, exchange-traded fund, and separately managed...
As a Wealth Advisor of The Colony Group, Chris assists high-net-worth families and individuals efficiently orchestrate all aspects of their financial lives, including but not limited to, protection and...
Jennifer is the Chief Strategy Officer and Advisor Coach, and a Principal of The Colony Group. She works with the team across the Colony offices to attract new clients...
As a Senior Associate Wealth Advisor of The Colony Group, Connor supports a team of counselors providing a wide range of wealth management and investment advisory services to high...
Steve is a Managing Director, Senior Wealth Advisor, and Principal of The Colony Group. As one of the firm’s earliest Principals, Steve has enjoyed serving as the counselor to...
As a Wealth Advisor of The Colony Group, Michael helps high net worth individuals, families and corporate executives identify and achieve their personal financial goals. He provides counsel on...
Brian is the President of Colony Investment Management, Chief Investment Officer, and a Principal of the Colony Group. Since 1997, he has been instrumental in creating and refining The...
Edward is a Research Analyst of The Colony Group with over 14 years of experience in the investment industry. He is responsible for equity research and analysis for the...
Seth is a longtime member of The Colony Group, having joined the firm in 1994. He is Executive Vice President, Director of Proprietary Strategies and a Principal of The...
As Vice President, Director Fixed Income Strategies and a Principal of The Colony Group, Jonathan leads the firm’s fixed income strategies and underlying research and analytical processes. He also...
Michael is a Senior Associate Wealth Advisor of The Colony Group. He supports a team of financial counselors providing a wide range of wealth management and investment advisory services...
Ian is a Senior Associate Wealth Advisor of The Colony Group. He supports a team of financial counselors with all aspects of client relationships, including financial, investment, and tax...
Rick is a Vice President, Senior Wealth Advisor and Principal of The Colony Group with over 15 years of experience in financial planning for high net worth clients on...
As a Senior Wealth Advisor of The Colony Group, Alex utilizes his business, investment, and legal background to help develop wealth enhancement and preservation strategies for the firm’s high-net-worth...
As a Vice President, Senior Wealth Advisor and Principal of The Colony Group, Janet has extensive experience in wealth management and the development of asset allocations for high net...
As a Wealth Advisor based out of the Richmond, VA office, Jeff counsels his clients in all areas of financial planning. He utilizes a goals based planning approach emphasizing...
Bill is a Vice President, Senior Wealth Advisor and Principal of The Colony Group. He is part of a team of Colony Wealth Management advisors providing customized solutions to...