For the third consecutive year, The Colony Group ranked as a top ten firm on the Wealth Management Firms list by the Washington Business Journal. The annual list from...
For the third consecutive year, The Colony Group’s Jaimie Sousa, CFP®, CEPA®, Senior Wealth Advisor, is recognized as a 2024 Best of Lakes Region Silver Best Financial Advisor/Planner. Best...
The Colony Group’s Jack Clark, MBA, CFA, CFP®, Senior Wealth Advisor, Matthew Foster, JD, CFP®, Senior Wealth Advisor, Christopher Johnson, MBA, Senior Wealth Advisor, Matthew Rapoport, CFP®, MST, Senior...
WealthManagement.com recently announced its 2024 “Wealthies” Industry Awards finalists. This year’s finalists are being recognized for their outstanding achievement in support of financial advisor success. Finalists were selected based...
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 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...
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...
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...
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 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...
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...
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...
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...
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...
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...
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...
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...
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...
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 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...
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...
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...
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....
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...
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...