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 am motivated by the colleagues that surround me and am eager to bring new talent to the firm."

Grace Moore


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Grace plays an integral role in providing support to Colony’s hiring managers in her role as a Recruiter at The Colony Group. She supports Colony’s mission of attracting, engaging, developing and retaining the best people in the wealth management industry. Grace is known for her empathy and kindness as she helps our team members develop and grow.

Prior to joining The Colony Group, Grace held multiple human-resource-related positions. She considers her greatest personal achievement to have been voted as the person that went above and beyond in their role for the team in a previous position.

Grace earned a Bachelor of Arts in Sociology from Siena College and her certificate in Human Resources Management from Empire State College.

Outside of the office, Grace spends her time with her husband, Tom, and their dog, Logan. She enjoys cooking and traveling and traveled to Iceland for her first international trip.