The Colony Group Recognized on Worth’s 2024 Leading Advisor List

Worth Magazine, in collaboration with ISS Market Intelligence, evaluated over 40,000 firms to identify the top independent RIAs in the industry. This year’s recognition highlights the caliber of service...

RIA Intel Names Brian Katz as Finalist for its 2024 CIO of the Year

RIA Intel names The Colony Group’s Chief Investment Officer, Brian Katz to its 2024 Chief Investment Officer of the Year Finalist list. This year, RIA Intel had over 250...

13 Colony Group Advisors Named Best-in-State Wealth Advisors 2024 by Forbes

Congratulations to the following Colony Group team members for being named to Forbes’ 2024 Best-in-State Wealth Advisors List:  Debra Brede, Principal and Senior Wealth Advisor, D.K. Brede Investment Management...

The Colony Group Named on WealthManagement.com Fast Growing RIAs 2024 List

For the second consecutive year, The Colony Group has been named an RIA on WealthManagement.com’s RIA Edge 100 List. This list is compiled by Wealth Management IQ and ISS...

The Colony Group Announces Promotion of Ten New Principals

BOSTON, MA – March 25, 2024 – The Colony Group, an independent, national wealth and business management firm with approximately $32.3 billion in assets under management, is pleased to...

The Colony Group Names Sheila Ryan President of Colony Wealth Management

The Colony Group is thrilled to announce Sheila Ryan’s promotion to President of Colony Wealth Management. In her role, Sheila will focus on partnering with the firm’s leadership team...

Billboard Names Pam Malek to the 2024 Women In Music Executive List

The Colony Group’s Pam Malek, CPA, Managing Director, has been named one of Billboard’s Women in Music Executive List 2024. This year’s list highlights the achievements of notable female...

Five Colony Group Advisors Ranked on Forbes’ Best-in-State-Women Wealth Advisors List

The following Colony Group advisors were named as 2024 Top Women Wealth Advisors Best-in-State by Forbes.   Debra Brede, Principal and Senior Wealth Advisor, D.K. Brede Investment Management Company, A...

TCG Recognized for the Fifth Year as a Best Place to Work for Financial Advisors

The Colony Group has earned the distinction of being ranked one of InvestmentNews’ Best Places to Work for Financial Advisors for 2024.   Each year, InvestmentNews recognizes employers in the...

23 Colony Group MA-area Senior Wealth Advisors Awarded Five Star Wealth Managers for 2024

We are excited to share that 23 Massachusetts-area senior wealth advisors of The Colony Group have been named recipients of the 2024 Boston Five Star Wealth Manager award by...

The Colony Group Awards Samantha Sickorez Bold and Brilliant Scholarship

We are excited to announce that The Colony Group’s Samantha Sickorez, Billing Specialist, will receive our 2023 Lisa Poff Bold and Brilliant Scholarship. The Lisa Poff Bold and Brilliant...

Long Island Business News Recognizes The Colony Group as a Best Place to Work on Long Island 2023

The Colony Group has been named a “Best Place to Work on Long Island” by Long Island Business News for 2023. Honorees for this recognition are chosen based on...

The Colony Group recognized by Comparably as a Best Place to Work 2023!

Out of tens of thousands of companies rated on Comparably over the past 12 months, The Colony Group is recognized as one of the best in its Best Places...

Six Newly-Certified Exit Planning Advisors Enhance The Colony Group’s Services for Business Owners

The Colony Group congratulates the following Colony Group colleagues on obtaining the Certified Exit Planning Advisor (CEPA) credential. The Colony Group’s new CEPAs are: 1. Max Haspel, CEPA®, Managing...

Amir Malek, Pam Malek, Paul Glass, and Shane Glass Honored as Variety’s Business Managers Elite of 2023 for the Seventh Year

The Colony Group congratulates the following Colony Group colleagues on making the Variety Business Managers Elite list of 2023:  Amir Malek, CPA, Managing Director  Pam Malek, CPA, Managing Director ...

ThinkAdvisor Recognizes The Colony Group CEO as One of LUMINARIES Class of 2023 Winners

ThinkAdvisor has recognized The Colony Group’s Chair and CEO, Michael Nathanson as one of its LUMINARIES Class of 2023 winners for Thought Leadership & Education. This year, the program...

Happiest Employees and Employees with Best Company Work-Life Balance Recognized at The Colony Group

The Colony Group is pleased to announce that for the second consecutive year (2022-2023), it has earned two awards for its company culture and employee satisfaction. Based on employee...

The Colony Group Named as one of CityWire’s 50 Growers Across America 2023

CityWire has named The Colony Group as one of this year’s 50 Growers Across America and is ranked number one in Massachusetts. This list is made up of firms...

The Colony Group’s Chris Johnson Has Been Ranked in Forbes 2023 “Best-In-State Next-Gen Wealth Advisor” List

We are pleased to announce that The Colony Group’s Chris Johnson, MBA, Senior Wealth Advisor, has been selected and ranked in Forbes “Best-In-State Next-Gen Wealth Advisor” list for 2023....

The Colony Group Ranked a Top 2023 RIA Firm by Financial Advisor Magazine

We are proud to announce that The Colony Group was once again recognized in FA Magazine’s 2023 RIA Ranking. This year, the firm placed #24 out of 521 firms...

Jaimie Sousa Awarded Best of The Lakes Region 2023 Winner for Best Financial Planner/Advisor

The Colony Group is excited to announce that Jaimie Sousa, CFP®, Senior Wealth Advisor, has again been recognized by The Laconia Daily Sun in the Best of Lakes Region...

Five Colony Group Advisors Recognized as AdvisorHub’s 2023 Advisors to Watch

The Colony Group’s Jack Clark, MBA, CFA, CFP®, Senior Wealth Advisor, Christopher Johnson, MBA, Senior Wealth Advisor, Matthew Rapoport, CFP®, MST, Senior Wealth Advisor, Erin Sullivan, CFP® Senior Wealth...

The Colony Group Recognized by Comparably for Career Growth, Leadership, and Best CEOs for Women

We’re honored to share that The Colony Group has again been recognized by Comparably in their Q2 2023 Best Places to Work Awards. This quarter, we were recognized as...

“Wealthies” 2023 Industry Awards Name Three Colony Group Finalists

WealthManagement.com recently announced the finalists for its 2023 Industry Awards, the “Wealthies”, to honor outstanding achievements by companies, organizations, and individuals that support financial advisor success. A record-breaking number...

Powering Down The Politics To Reveal The Challenges And Opportunities Of Our Time

As seen in Chief Executive. Organizational leaders must be more vigilant than ever in fostering a balanced environment that is receptive to all respectful perspectives. The consequences of failing...