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.

"One of the greatest benefits I get out of supporting a diverse team of professionals and clients is learning from their wealth of knowledge."

Ryan Rudzinski, CPA

Director of Finance

Back To Bios

As the Director of Finance, Ryan has a passion for getting things done as he oversees the financial operations for the firm. He is responsible for preparing short and long-term financial forecasts along with coordinating, analyzing, and reporting the financial performance to the CEO and Management Committee. Ryan is an integral part of the firm’s growth, providing in-depth financial analysis and insight for future mergers and acquisitions.

Along with these responsibilities, Ryan serves in a variety of financial roles from controller to CFO for several of the firm’s clients. He provides financial reporting and assures that the clients are in compliance with all aspects of corporate accounting.

With a keen interest in technology, Ryan looks for new and more efficient ways to incorporate technology and finance. As a member of the firm’s technology team, he evaluates and implements new innovations to improve efficiency and security and better meet the needs of our clients.

Ryan served as the Director of Finance for Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. He also worked in finance for Marriott Hotels and Troika Entertainment.

Ryan is a CPA in public accounting with a specialty in financial accounting, and earned a Bachelor of Arts in Accounting from Towson University.