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.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Jonathan Lustig, CFP®

Associate Wealth Advisor

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Jon is an Associate Wealth Advisor at The Colony Group. He supports a team of financial counselors with all aspects of client relationships, including financial, investment, and tax planning for high net worth individuals and corporate executives.

Jon earned his Bachelor of Science in Business Administration from the University of Pittsburgh with a major in finance. Prior to working at The Colony Group, Jon spent time at fi360, where he provided advisory support services, fiduciary training curriculum review, and quality assurance for the fi360 Toolkit software suite. In his spare time, Jon enjoys golfing, fishing, hiking and biking.