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 hope that the work I do here will add value to everyone on the investment team and ultimately enrich the lives of our clients as well.”

Colin Fitzgibbons

Portfolio Associate

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Colin is a Portfolio Associate at The Colony Group. He is responsible for assisting with the creation, execution, and oversight of client investment portfolios, preparing and inputting trades with brokers and custodians, and providing operational support to the investment management team.

Prior to joining The Colony Group, Colin worked as an Analyst in Product Control for Citigroup, Inc. He earned a Bachelor of Arts in Finance and minor in Economics from Niagara University.

When not in the office, he enjoys playing hockey, skiing, traveling and spending time with family and friends.