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’m passionate about guiding our clients through the complexities of the Internal Revenue Code in a clear and coherent manner. My goal is to help clients understand, rather than just accept, their tax matters.

Eric Patoine, CPA

Tax Manager

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As a Tax Manager at The Colony Group, Eric is responsible for tax and wealth transfer planning for our clients. He prepares and reviews tax returns for individuals, trusts, estates, pass-through entities, and private foundations.

Previously, he was a senior associate for PricewaterhouseCoopers LLP’s Personal Financial Services practice, where he provided tax planning, consulting, and compliance services for large family dynasties, high-net-worth individuals, politicians, and foreign nationals subject to U.S. taxation.

Eric earned his Bachelor of Science degree in Business Administration from Northeastern University. He is also a Certified Public Accountant.

Outside of the office, he enjoys frequenting trivia and board game nights around Cambridge and Somerville, and attends movie screenings at the Brattle Theater. On weekends in the summer you’ll find Eric at his family’s cabin in Maine.