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.

Ian Cole, CFA

Associate Wealth Advisor

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Ian is an Associate Wealth Advisor at The Colony Group. He supports a team of financial counselors with all aspects of client relationships, including financial, investment, and tax planning for high net worth individuals and corporate executives. Ian holds the Chartered Financial Analyst® designation.

Prior to joining Colony, Ian worked in Boston as an Investment Consultant for a national financial services firm where he held the FINRA Series 7 and 63 Licenses.  He earned a Bachelor of Arts Degree in Economics from Boston University.  Outside the office, Ian enjoys hiking the White Mountains in New Hampshire, running marathons, and spending time with his wife and friends.