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.

J. Timothy Jester, CAIA®, AIF®

Director, Institutional Advisory Practice & Senior Investment Advisor

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Tim joined The Colony Group in 2015 with CapGroup Advisors and is a Director of the firm’s Institutional Advisory Practice, a Senior Investment Advisor, and a Principal at the firm.  He is responsible for formulating client investment strategies and directing due diligence for fixed income and alternative assets managers.

Tim brings over 30 years of experience in institutional investment services to The Colony Group, including five years as principal of a Commodity Trading Advisor. He has earned the Accredited Investment Fiduciary® and Chartered Alternative Investment Analyst® professional designations, and is a member of the Chartered Alternative Investment Analyst Association.

Tim holds a BS in Chemistry from Shorter College and an MS in Industrial Management from Georgia Tech. He has supported the local community for years and previously served as a Junior Achievement volunteer, coached numerous youth sports teams and President of the Board of Directors of the Westwood Club. In his spare time, Tim enjoys golf, fishing and hiking.