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.

"What I love about my work is that it perfectly marries finance and psychology."

John W. Schott, M.D.

Portfolio Manager

Back To Bios

John W. Schott, M.D. is a Portfolio Manager at The Colony Group. His decades of managing client portfolios make him an insightful and valuable asset to the team. A value-oriented investor, nationally recognized for his expertise in the psychology of investing, Dr. Schott has been a frequent guest expert in the media.

Dr. Schott authored an investment book, Mind Over Money, is an active lecturer on the psychology of investing, and is co-chairman of Harvard University’s annual Congress on the Psychology of Investing. Now a retired psychiatrist, he was the Chairman of the Department of Psychiatry at the Metro West Hospital in Natick, Mass., taught at Harvard Medical School, and was President of Psychservices, PC, in Natick. In 1975, Dr. Schott became a diplomat of the American Board of Psychiatry & Neurology. He is a graduate of Johns Hopkins University and Harvard Medical School.

He served as a Portfolio Manager and Principal at Steinberg Global Asset Management prior to their merger with The Colony Group in 2019.

Outside of the office, Dr. Schott is active in community affairs. He is the moderator of the First Congregational Church of Winter Park, Fla., and he is a Board Member of Templeton Religion Trust.