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.

Tom Callahan, CFP®

Wealth Advisor

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Tom is a Wealth Advisor at The Colony Group. He supports a team of counselors providing a wide range of wealth management and investment advisory services to high net worth individuals, families, and corporate executives.

Prior to working at The Colony Group, Tom worked as an Account Officer at F.L. Putnam Investment Management where they provided investment and portfolio management for high net worth individuals and institutions.  He also previously worked at Centinel Financial Group where he held his Series 7 and Series 63 licenses.

Tom graduated from Babson College with a Bachelor’s of Science in Business Administration with concentrations in Finance and Entrepreneurship.  He also played four years of hockey.  In his spare time, Tom enjoys spending time with family and friends, traveling, playing golf, and doing anything active.