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.

"In a striving effort to be an extraordinary firm that serves our clients well, there will inevitably be hiccups along the way. I’m here to mitigate the hiccups and create better outcomes."

Jeff Rubin

Manager, Client Services and Operations

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Jeff possesses considerable organizational abilities and applies these talents to oversee the operations of the Washington, DC office including the technology platform, managing the team of Client Service Managers, and performing the centralized trading for the office. He leverages the technology and personnel of the firm resulting in efficient and accurate transactions, data flows and reporting. He also researches and implements new technology enhancements to continually improve the accuracy and efficiency of our operations.

Jeff served as the Client Service & Operations Manager of Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018.

Jeff holds a Bachelor of Science in Finance with a minor in Communications from the University of Arizona in Tucson.

Outside of work, you’ll find Jeff at the gym, a hockey rink, or a live music venue.