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.

"With the broad range of services our business offers, we have the knowledge and expertise to deliver an exceptional client experience to our clients."

Jason Greenberg, CPA

Senior Tax Associate

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As a Senior Tax Associate at The Colony Group, Jason works directly with high-net worth clients, advising them on their personal and business tax matters, answering their tax questions and preparing their tax returns. Jason possesses the rare quality of understanding—whether mastering complex tax codes or the needs of our clients—he is passionate about applying these skills to better serve our clients. Having worked for one of the “Big Four” accounting firms, Jason has extensive experience in preparing complex Federal, State and International tax returns for corporations, partnership and individuals. He is also adept at auditing the tax provisions of clients from multinational corporations to start-up businesses. His strong work ethic is evident in everything that he does, whether working on behalf of his clients or when he passed all four parts of the CPA exam on the first try—something he considers his greatest personal and professional achievement so far.

Previously, Jason served as a Senior Tax Associate at Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018 and was a Tax Staff Accountant at Ernst & Young. He earned a Bachelor of Science in Accounting from the University of Maryland Robert H. Smith Business School, a Bachelor of Arts in Criminal Justice also from the University of Maryland and is a licensed CPA in Maryland. He is also active in the AICPA.

Outside of the office, Jason is a big local sports fan, cheering on the Maryland Terps basketball team, the Redskins, and the Wizards.