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.

Joshua Walter

Portfolio Associate

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Joshua is a Portfolio Associate at The Colony Group and is responsible for the creation, execution, and oversight of client investment portfolios, preparing and inputting trades with brokers and custodians, and providing operational support to the investment management team.

Prior to joining The Colony Group, Joshua interned at PEAK6 Investments, a Chicago-based, options-trading hedge fund. After his internship, he independently created, implemented, and maintained strategies for trading equity and currency derivatives on behalf of private investors.

Joshua briefly attended Berklee College of Music, but left to study Economics and Mathematics at the University of Massachusetts, Boston.  In his spare time, Joshua enjoys reading, playing the piano, and pick-up football with friends.