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.

“A positive attitude and timely, efficient communication are priorities in building long term client relationships.”

Leslie Cormier

Client Service Manager

Back To Bios

Leslie is a Client Service Manager at The Colony Group with over 24 years of experience supporting financial advisors and serving clients. As a liaison between our clients and their custodians, she works tirelessly behind the scenes to attend to our clients’ day-to-day transactional needs. She also assists in tax return preparation. Her excellent organizational skills, attention to detail, and helpful attitude support the wealth advisors so that they have more time to spend with clients.

Leslie served as an Operations Administrator at Aurora Financial Advisors prior to merging with The Colony Group in early 2019. Prior to that, she worked for James McCusker & Associates for 18 years.

Leslie attended University of Massachusetts in Lowell. Outside of the office, she loves to play golf, travel, and spend time with family and friends.