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 coming to work each day, helping clients with their account and relationship needs, but especially getting to know them on a personal level. These connections are both rewarding and interesting."

Jane Bates

Client Service Manager

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As a Client Service Manager at The Colony Group, Jane is responsible for attending to our clients’ day-to-day transactional needs. She also assists with investment asset and money transfers, tax reporting, and retirement account distributions.

Jane served as the Director, Client Service at Harvest Capital Management prior to their merger with The Colony Group in 2019. Previously, she worked at First NH Investment Services (now Citizens Bank) as an Assistant Trust Operations Officer. She is graduated of Pembroke Academy.

Outside of the office, Jane loves baking, hiking, camping, travel, and geocaching. Jane likes to read all kinds of books but thinks “Unbroken,” by Laura Hillenbrand, is “pretty amazing.” She has been married to John for 37 years and has a dog named Hannah.