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.

Ted Schiela, CLU®

Senior Vice President & Senior Investment Counselor

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Ted is a Senior Investment Counselor and a Principal at The Colony Group. He advises clients on asset allocation and investment strategies and serves as a resource for clients in need of complex insurance analysis. Ted also serves on the firm’s Business Development Committee, researching and coordinating opportunities for the firm’s growth.

Before joining The Colony Group, Ted spent 17 years at John Hancock Financial Services and Money Financial Services where he developed new individual and corporate relationships for the firm. He holds the Chartered Life Underwriter® designation. He is an 8-time winner of the Five Star Wealth Manager Award, as published by Boston Magazine.*

Ted earned a Bachelor of Science in Finance from the State University of New York and participated in graduate studies in Management at Purdue University. He is on the Board of Directors of Angelight Films, a non-profit charity based in New York City that works with children with brain and spinal cord tumors.

*See important disclosures regarding awards and recognitions.