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.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Erin N. Manganello, CFP®

Vice President & Senior Wealth Advisor

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Erin is a Senior Wealth Advisor and a Principal of The Colony Group, having joined the firm in 2012 with the team from Mintz Levin Financial Advisors. She is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 10 years of experience in comprehensive financial planning for high net worth clients. Erin also has experience in corporate financial reporting, planning, and analysis for a global engineering and construction company.

Erin graduated, magna cum laude, from Saint Francis University with a BA in Mathematics. She also received her Certificate in Financial Planning from Boston University. She is a 5-time winner of the Five Star Wealth Manager Award, as published by Boston Magazine.*

For the past five years, Erin has served as the Treasurer for the Parent Advisory Board at a local preschool. Her hobbies include watching her boys play soccer and spending time at the beach with her family.

*See important disclosures regarding awards and recognitions.