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.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Sean Kelly, CPA

Senior Tax Manager

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Sean is a Senior Tax Manager of The Colony Group specializing in tax planning strategy, as well as preparation of individual, trust, gift, pass-through entity, and foundation tax returns.

Prior to joining The Colony Group, Sean spent over 12 years in public accounting; including 9 years at Kahn, Litwin and Renza and Co.

Sean is a Certified Public Accountant (CPA) and a member of the American Institute of CPAs, the Massachusetts Society of CPAs, and the Boston Estate Planning Council.  He earned a Master of Science in Taxation (MST) and Master Personal Financial Planner (MPFP) designation from Bentley University.  He earned a Bachelor of Science in Accounting as well as a Master of Science in Management (MSM) from Bridgewater State University.

In his spare time, Sean enjoys spending time with his wife and young daughter, learning about and tasting craft beer and golfing.