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 helping clients establish and realize their long-term financial and life goals."

Giovanni Tiso

Associate Wealth Advisor

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Giovanni is an Associate Wealth Advisor at The Colony Group. He supports a team of wealth advisors with all aspects of client relationships, including financial, investment, and tax planning for high net worth individuals, executives and entrepreneurs. He is a strategic planner who crafts thorough explanations and solutions based on the specific needs of our clients.

Previously, Giovanni was a Portfolio Administrator at The Colony Group, providing operational support and client service as part of the firm’s Investment Services department. He joined the firm in 2014 as an intern and then transitioned into his first full-time role at Colony in 2015.

Giovanni earned his Bachelor of Art in Economics from Fordham University, where he graduated Cum Laude and was elected to the Omicron Delta Epsilon International Honor Society for Economics and the Phi Eta Sigma National Honor Society.

In his spare time, he enjoys exercising, traveling, and spending time with family and friends.