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 help clients make the financial decisions that empower them to experience true financial independence.

Jason Blackwell, CFA, CAIA®

Chief Investment Strategist

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As the Chief Investment Strategist of The Colony Group, Jason is an investment professional possessing both deep analytical experience and a passion to improve the decisions and outcomes of clients by simplifying the often-complex world of investing. In his role, he is an important resource for our clients and wealth advisors, assisting them in developing portfolios designed to support their goals and communicating the firm’s investment strategy. He also serves as a vice-chairman of the Colony Investment Committee and a spokesperson for Colony Investment Management.

Jason brings broad and deep experience from across the industry.  He joined from Mercer Investments where he assisted wealth management firms with manager selection, portfolio construction and asset allocation. Previously, he was responsible for the investment technology and analytics of an Atlanta RIA. He started his career as an advisor.

Jason received a Bachelor of Arts in Economics from the University of Colorado-Boulder. He holds the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations and is a member of the CFA Society Atlanta.