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.

"It's all about quality of life and finding a happy balance between work and friends and family."

Scott Fennel

Senior Operations Associate

Back To Bios

Scott is a Senior Operations Associate at The Colony Group, providing operational support and client service as part of the firm’s Investment Services. He works on maintaining client portfolios, establishing new accounts, transferring assets, processing trades, and administering various other client service requests.

He served as a Senior Operations Analyst at Aurora Financial Advisors prior to merging with The Colony Group in early 2019. Previously, Scott was a Business Analyst at Citizens Private Bank.

Scott earned a Bachelor of Arts in Finance from New England College. He enjoys spending time with family, snowboarding, and competing in triathlons. In 2017 he finished the longest-running Ironman triathlon in North American – Lake Placid Ironman.