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 best part of my day is helping to create a personable and indelible client experience. Consistently embracing our culture has a positive impact on my work and personal life."

Krystina Bright

Executive Assistant to the President & Special Project Manager

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As an Executive Assistant & Special Project Manager, Krystina draws on her excellent organizational and inter-personal skills to support the day-to-day agenda of Ron Rubin, Vice Chair of The Colony Group.  She also coordinates and facilitates numerous special events, client communications, and other marketing and client service activities.

Krystina served as the Executive Assistant to Ron Rubin, CEO of Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018.

Krystina earned a Bachelor of Science in Business with a concentration in Marketing from Delaware State University.

She is the first person in her family to graduate from college, and is developing that same love of learning in her three children.