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.

Developing a relationship with the client, understanding their life goals, and playing a key role in helping them achieve those goals is a profoundly rewarding experience.

David Shaw

Associate Wealth Advisor

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As an Associate Wealth Advisor at The Colony Group, David supports a team of wealth advisors with all aspects of client relationships, including financial planning, investments, and tax planning for high net worth individuals and corporate executives 

Prior to joining The Colony Group, David served as an associate client advisor for a wealth management firm, and previously, he worked for a real estate investment firm with a focus on low-income housing tax credits as a client associate on the fund management team.  

David earned a Bachelor of Arts degree in Finance from Saint Anselm College. He was also a member of the cross country and rugby teams for all four years in college.  

Outside the office he enjoys skiing, hiking, and live music.