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.

"I take pride in being a part of a team who genuinely cares about positively impacting clients lives and building long term relationships as much as I do."

Tina Cozzolino

Client Service Manager

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Tina is a Client Service Manager at The Colony Group. She brings over 10 years of experience supporting wealth advisors and serving clients and enjoys attending to clients’ day-to-day needs while providing technical and client management assistance to a team of wealth advisors. Her warm and caring personality fits right into The Colony Group’s culture as she seeks to deliver an exceptional and effortless client experience.

Prior to joining The Colony Group, Tina served in a sales support role for a national brokerage firm. She attended SUNY Farmingdale State College.

Outside of the office, she enjoys volunteering, traveling, going to the gym and spending time with family and friends.