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.
Seth P. Hieken, MSF, CFA
Executive Vice President & Director of Proprietary Strategies
Seth is a longtime member of The Colony Group, having joined the firm in 1994. He is the Executive Vice President of Proprietary Strategies and a Principal of The Colony Group.
With more than 25 years of experience in investment research and portfolio management, he is the lead manager on The Colony Group’s mid-cap strategy. Seth also manages a select group of large-cap portfolios while taking an active role in equity research. In addition, he holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Boston Security Analysts Society. Before Colony, Seth was a portfolio manager and research analyst for the trust department of Hutchins, Wheeler and Ditmar.
Seth is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind, and has been published in various trade publications, including Advisor Perspectives and the Boston Business Journal. He also has been quoted in Investment News, U.S. News & World Report, and Bloomberg News and interviewed on multiple occasions by Wall Street Transcript. He earned a Bachelor of Science from Cornell University and a Master of Science in Finance from Bentley University.