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.

"The greatest satisfaction I get is being able to equip our counselors with the tools and support they need to provide the excellent service clients have come to expect from us."

John M. Williams, CFP®

Manager of Billing & Internal Audit

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John is the Manager of Billing & Internal Audit for The Colony Group, having joined the firm after serving as the Investment Operations Manager for Mintz Levin Financial Advisors. He works with and supervises a team of portfolio administrators responsible for maintaining client portfolios, establishing new accounts, transferring assets, processing trades, reporting quarterly performance, and administering various other client service requests and firm-wide operational efforts. John also works closely with members of The Colony Group’s Private Strategies group, helping with administration and oversight of the Alternative Investments platform. He also is a CERTIFIED FINANCIAL PLANNER professional.

Prior to entering the financial services industry in 2004, John was a software validation engineer at Raytheon, where he designed and implemented test scenarios for a major missile defense system. John received his Certificate in Financial Planning from Boston University and graduated cum laude from the University of Massachusetts where he earned his B.S. in Mathematics and Economics.

John volunteers as an officer on the board of directors of a local theater group, and is involved with his kids’ sports teams. In his free time, he enjoys playing sports and performing with various local theater groups and as the lead singer in a rock band.