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 take pride in being part of a team who genuinely cares for its clients. I love getting to know our clients and it gives me great satisfaction when they are happy with the work we provide."

Queen Harambee

Client Service Associate

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As a Client Service Associate at The Colony Group, Queen is passionate about helping people which is why she excels serving the day-to-day needs of our clients. Efficient and organized, she prepares and executes trades, handles cash management, wire transfers, and other required transactions smoothly and accurately on behalf of our clients. She also reviews quarterly reports, monitors portfolio performances, and prepares client review meetings.

Queen served as a Client Service Associate for Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. She enjoyed her role as their Charitable Ambassador.

She earned a Bachelor of Science in Accounting from Hunter College. After college, she combined her accounting and financial knowledge with her interest in community empowerment to serve nonprofit organizations. She volunteered with the IRS VITA program, where she helped elderly and underprivileged individuals with their taxes. She was an accounting intern at the Rohde Foundation, an international social justice organization that provides healthcare and hope in rural Africa.

Queen has lived in five countries and speaks four languages.