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 enjoy helping individuals and families maximize their financial resources and create a plan to live out their best lives.

Daniel Tisser, CFA

Associate Wealth Advisor

Back To Bios

Daniel, an Associate Wealth Advisor at The Colony Group, supports a team of wealth advisors assisting with all aspects of our client relationships, including financial, investment and tax planning. He strives to help high net worth individuals, executives, and entrepreneurs maximize their financial resources and live meaningful lives.

Prior to joining The Colony Group, Daniel worked as an Investment Specialist at a financial advisory firm where he managed portfolios and developed financial planning solutions for individuals. Daniel also previously worked at BNP Paribas Asset Management where he helped large institutional clients with their fixed-income investments and currency risk management needs.

Daniel earned a Bachelor of Science in Accounting from SUNY Binghamton. He also holds the Chartered Financial Analyst® designation. In his spare time, he enjoys traveling, spending time with family and friends, and playing basketball and volleyball. Daniel is a proud Rhode Islander being born and raised there.