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 get a lot of satisfaction from a job well-done.  There’s an intrinsic reward to completing something in a spot-on way.  It instills confidence and promotes a sense of dependability with my colleagues."

Jeanne O’Connell

Accounts Payable/Accounts Receivable Associate

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Jeanne is an Accounts Payable and Accounts Receivable Associate at The Colony Group. She is responsible for completing payable and receivable transactions. She works closely with the Finance team and assists with month-end reconciliations and reporting.

Along with her extensive experience in the financial services industry, she brings a warm and positive attitude. Before joining The Colony Group, Jeanne work for 12 years as a Staff Accountant for Medical Record Associates, where she held multiple responsibilities, including customer service, accounts payable, accounts receivable, and cash management.

Jeanne graduated with a Bachelor of Science in Accounting from Boston College. Outside of the office, Jeanne loves to be active and enjoys a variety of seasonal outdoor pursuits; however, nothing beats making a great meal and spending time with her four daughters, husband, and Bella, her pug.