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.

Marie Grassey

Client Service Associate

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Marie is a Client Service Associate at The Colony Group. She brings over 12 years of experience working in the financial services industry, primarily with large institutional clients. She supports a team of wealth advisors and is responsible for client onboarding, account maintenance, wire requests, and other client service requests.

Prior to joining The Colony Group, Marie worked as an Assistant Vice President of Client Operations. She attended Babson College where she earned a Bachelor of Science in Business Administration.

Outside the office, Mindy enjoys traveling, reading, and cheering on the Red Sox and Patriots.