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 working at The Colony Group because it gives me the opportunity to work with great people every day.

Ethan O’Neil

Operations Associate

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Ethan is an Operations Associate at The Colony Group, providing operational support and client service as part of the firm’s Investment Services department. Prior to joining The Colony Group, Ethan worked at Lincoln Financial Group in Concord, New Hampshire as part the Compliance team that monitored Federal and State regulations within the firm.

Ethan earned his Bachelor of Science degree in Environmental and Resource Economics from the University of New Hampshire. In his free time, Ethan enjoys spending time with friends and family, and watching and playing various sports.