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 spend my days innovating our services. Our vision is to help clients and employees experience meaning and joy in their lives. My work truly gives me both meaning and joy!"

Jennifer Geoghegan, MBA

Chief Strategy Officer

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As the Chief Strategy Officer and a Principal at The Colony Group, Jennifer Geoghegan focuses on key strategic initiatives, from the development and implementation of The Colony Group’s strategic plan and vision to organizational structure and future innovative services. She also engages with talented advisors and teams who may desire to join Colony, imagining how coming together may help clients and employees achieve the meaning and joy they are seeking in their lives. Previously, Jennifer served as the Chief Marketing Officer and Advisor Coach of The Colony Group, helping to educate clients and connect them with Advisors who, she believes, are some of the most talented in the industry.

She is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind, and is a practice management expert, contributing to articles and speaking at industry events.

Prior to joining The Colony Group, Jennifer was the Vice President of Marketing and Advisor Coach at Focus Financial Partners, a nationally recognized partnership of independent wealth management firms which Colony joined in 2011. Prior to that, Jennifer was VP, Card Acquisitions at American Express. During her tenure there, she also worked on new product development, customer loyalty and retention, and interactive marketing, giving her experience across the full affluent consumer lifecycle.

Jennifer holds a Master of Business Administration in Marketing and International Business from the New York University Stern School of Business and a Bachelor of Arts in Foreign Affairs from the University of Virginia. She also received an executive coaching certification from Columbia University.

Jennifer volunteers in her local community and is currently supporting The Delbarton School, Kent Place School, and Beacon Hill Club. In her free time, she enjoys exercising, cooking, and the time she and her husband spend at sporting events watching their son and daughter play ice hockey and lacrosse.