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.

“My passion is helping families secure their financial future. That means joining their social capital with their financial capital to help all generations flourish.”

Marshall Rowe

President, Business Owner Services & Managing Director, Northern New England

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Marshall has over 30 years’ experience advising clients, developing portfolio strategies and analyzing investment opportunities, which he brings to his role as President, Business Owner Services & Managing Director, Northern New England, at The Colony Group. He is co-author of “Your Next Adventure – Planning For Life After The Sale Of Your Business” and has authored numerous articles and frequently speaks on business transition strategies as well as family asset allocation strategy, risk management and private foundation portfolio design.

Marshall was the founder of Harvest Capital Management prior to merging with The Colony Group in 2019. Previously, he was a principal of Taylor Investments, Inc. and had also served with the venture capital and investment banking firm Hambrecht & Quist and Merrill Lynch.

Marshall serves on the Board of Trustees for New Hampshire Public Radio, and as Trustee and Treasurer for the Friends of Amani Children’s Home. He also serves on the Investment Committee for the Endowment for Health Foundation and is a member of the Advisory Board for the Appalachian Mountain Club in Boston.  In the past, he was Chair of New Hampshire Public Radio, Chair of the Hopkinton, NH School Board, the Concord Community Music School Board of Trustees, and the Hopkinton NH Public Library Foundation, and Board Treasurer of New Hampshire Public Radio, the New Hampshire Humanities Council and The Endowment for Health Foundation.

Marshall earned his Master of Science in Management from the University of New Hampshire and his Bachelor of Arts from Hartwick College where he was the Student Senate President.

Outside of the office, Marshall enjoys family activities doing cool stuff like climbing mountains-especially in winter; attending theater and musical performances; skiing, sailing and playing bridge; reading anything and everything, and of course, the Patriots, Red Sox, Bruins and Celtics. He is married to Rachel, has two grown sons, both Eagle Scouts, who attended Harvard and Tufts.