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.

"Whether I am working with a professional, entrepreneur, or athlete, I get personal fulfillment knowing that I am helping clients during pivotal career and life transitions."

Craig S. Jones, JD, MBA, CPWA®

Managing Director, Rocky Mountain Region & Co-President, Colony Sports and Entertainment

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Craig is a Managing Director of The Colony Group’s Rocky Mountain Region office and serves as Co-President of Colony Sports and Entertainment.  He brings deep and tenured expertise managing the wealth of active and retired professional athletes. In his work with athletes, particularly in the NFL and NBA, Craig demonstrates a thorough understanding of the complex financial issues and challenges that the players face.  He counsels his clients in developing wealth accumulation and preservation strategies appropriate to their unique circumstances.  He also works extensively with entrepreneurs, business owners, and professionals.

Craig served as one of three co-founding partners of the Denver-based wealth management firm, Jones Barclay Boston, in 1994, which merged with The Colony Group at the start of 2017.  Craig comes to Colony with a broad and dynamic background in finance, tax, and strategic planning developed from years of experience working at Mellon Bank, PepsiCo, Price Waterhouse, and EW Scripps.  He provides strategic wealth management advice and helps clients develop sophisticated strategies to enhance and preserve individual and family net worth. Craig, was named to the list of “Best-in-State Wealth Advisor,” published by Forbes in 2020.*

Craig is a Certified Private Wealth Advisor® and earned a Juris Doctor and MBA from Case Western Reserve University.  He earned his BS degree from Allegheny College where he doubled majored in Economics and Political Science.  He is a Vice President of the Denver Board of Water Commissioners, a member of the Investment Management Consultants Association, Colorado and Denver Bar Associations, and the Sigma Pi Phi Fraternity (The Boule).  Craig has held past board positions on the Denver Metro Chamber Foundation, American Red Cross Mile High Chapter, and Delta Eta Boule.

In his spare time, Craig enjoys spending time with his son, road cycling, golf, and international travel and has a passion for jazz and classical music, major team sports, as well as film.

*See important disclosures regarding awards and recognitions.