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.

"I do not believe in the mindset of 'it’s not my job.' I think everyone should help each other whenever possible."

Pamela Wallace

Compliance Associate

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Pam is a Compliance Associate at The Colony Group. She supports the Chief Compliance Officer and Associate General Counsel performing due diligence for vendors, updating and implementing policies and procedures, and preparing regulatory reports and filings.

Pam is described as inquisitive, thorough, and caring—qualities that she draws on to assist the compliance team as they work together to ensure the company’s continued and proactive compliance with its fiduciary obligations.

Prior to joining The Colony Group, Pam worked for 16 years as a Compliance Analyst for a large asset management company. She graduated with a degree in Culinary Arts, and she loves to cook.

Outside of the office, Pam loves to bake, watch movies, and is the proud mother of two boys and one girl.