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 love working with a diverse and smart group of people who are committed to helping others reach financial security for themselves and their loved ones."

Jonathan R. Morse

Operations Manager

Back To Bios

Jon is the Operations Manager at The Colony Group, where he provides operational, administrative, technological, and human resources support. He works closely with Colony’s administrative and operational teams to ensure that the needs of our staff and clients are met efficiently and in line with the company’s values.

Jon is a logistics guru and is well versed in creating and streamlining procedures and processes. He approaches each project with curiosity and empathy and takes proactive steps to mitigate potential issues.

Before joining The Colony Group, Jon was the Operations Manager at Swanee Hunt Alternatives, a Cambridge based nonprofit organization, where he was responsible for the day-to-day operations, facilities, and vendor management.

Jon graduated with a Bachelor of Arts in History from Keene State College. Outside of the office, he is an avid outdoor enthusiast and loves hiking, backpacking, snowboarding, and running.