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.

"Our great company culture starts by taking care of our people, who in turn, take care of our clients."

Jane DiNardo

Director of Human Capital

Back To Bios

Jane is the consummate Human Resources professional providing outsourced Human Resource capabilities for corporate and non-profit clients. Our clients rely on her extensive experience in payroll, benefits planning and management, and onboarding and other employee-related tasks so that they can focus on managing and growing their businesses. As Director of Human Capital, she also manages these human resource responsibilities for our firm. Jane serves on our Her Wealth® Executive Committee and co-chairs our HW Scholarship committee.

Jane served as the Director of Human Capital at Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. She worked as a recruiter with Marriott in Pittsburgh, and was later transferred to Marriott’s corporate offices as a project manager in Human Resources Systems.

Jane holds a Bachelor of Science from the University of Vermont. She enjoys living a fit and healthy life and shares this passion with our employees.