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.

"Change is the only true constant. I strive to enhance our client experiences by embracing and keeping pace with the new tools available in the industry."

Dominica Bonanno

Client Service and Operations Manager

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Nicki is a Client Service and Operations Manager at The Colony Group, where she works closely with the Investment Services team on a wide array of projects including client relationship management software integration and implementation and streamlining operational processes.

Along with her 18 years of experience in the financial services industry, she brings curiosity and creativity to her work as she strives to simplify workflows, minimize risk and errors, and implement new technologies.

Before joining The Colony Group, Nicki was the Assistant Director of Operations at Prio Wealth. Prior experiences also include working at Ironwood Investments as the Director of Operations, and at Anchor Capital as a lead SMA trader.

Nicki graduated with a Bachelor of Arts in Art History from Tulane University. Outside of the office, she enjoys traveling, gardening, and cooking with her family. Fun fact – Nicki completed the polar plunge in 2019 and is planning to make it to the annual event on New Year’s Day.