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 truly appreciate getting to know our clients and providing them with service they can count on.

Cathy Jacobs

Client Service Manager

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Cathy is a Client Service Manager at The Colony Group, where she is responsible for providing the team with a broad range of client service support. She brings over 20 years of experience working in the investment management industry, with both institutional and individual clients.

Prior to joining The Colony Group, Cathy was a member of the private client team at U.S. Boston Capital, an Investment Associate at Cambridge Trust Company and a director of client communications at OFI Institutional. She attended Simmons College where she earned a Bachelor of Arts in Finance, and she holds Series 6 and Series 63 licenses.

In her free time, Cathy enjoys spending time with her daughter, hiking with their dog, reading and going to the beach.