Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Companies & Non-ProfitsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Companies & Non-Profits
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Companies & Non-ProfitsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Companies & Non-Profits
Brian Presti, CFA, Chartered SRI Counselor
Senior Portfolio Manager, Director of Portfolio Strategy
Focus Areas
Manager Diligence
Asset Allocation
Portfolio Management
Sustainable Investments
Community
NH Endowment For Health, Chair of Investment and Finance Committees, Treasurer, Board Member
As the Director of Portfolio Strategy and a Principal of The Colony Group, Brian assesses macroeconomic, financial market data, and trends to determine appropriate investment opportunities and asset allocation. Brian developed and oversees Colony’s Sustainable Investing Solutions and is passionate about helping clients align their investments with their values. As a Chartered SRI Counselor™, Brian has the foundational knowledge and expertise in sustainable, responsible, and impact investing strategies.
During his 20-year career, Brian has held many positions including most recently Chief Investment Officer at Harvest Capital Management prior to their merger with The Colony Group in 2019. Previously, he was with DL Carlson Investment Group managing portfolios for institutions, private clients, and their families. While at Carlson, Brian also covered several sectors of the equity market. Brian has also worked at Fidelity and Charles Schwab and brings with him a passion for investing and a strong commitment to improve the financial well-being of clients and their families.
Brian is actively involved with the New Hampshire Endowment for Health, where he is Treasurer, a member of the Board of Directors, and Chair of both the Investment and Finance Committees.
He graduated from Columbia University with a Bachelor’s degree in Political Science. In addition, he earned his Chartered SRI Counselor, and Chartered Financial Analyst (CFA) Designation in 2005.
Outside of the office, Brian enjoys running, traveling (especially to tropical destinations), spending time with his family, and watching college sports (basketball and football). He is also an avid music lover and owns a large collection of music, including an extensive vinyl collection. Brian likes to read short stories, particularly the works of Junot Diaz, Russell Banks, and T. Coraghessan Boyle. Brian is currently a coach in the Granite State Track and Field program.
Published Insights
Topical Viewpoints
NH Futurecast 2023: Wealth Management
February 1, 2023
As seen in Business NH Magazine. The secular shift towards building a more sustainable economy and adopting more sustainable business practices should continue to impact the financial markets and...
In The News
“Socially Responsible Investing (SRI)”
January 31, 2023
The Colony Group's Brian Presti spoke with Forbes in the article "Socially Responsible Investing (SRI)". Read more here.
Topical Viewpoints
Investing with Values: Q3 2022
December 13, 2022
The Inflation Reduction Act (the “IRA” or the “Act”) of 2022, or H.R. 5376, became law on August 16th, 2022. The bill represents the largest-ever single federal investment in...
Wealth Management
Investing with Values: Q2 2022
September 12, 2022
Investment managers focused on sustainability and impact often incorporate environmental social and governance (ESG) criteria into their process, but are the “E” and the “S” truly discrete? Environmental and...
Topical Viewpoints
The Russia/Ukraine Conflict: Another Tailwind for Renewables Infrastructure
March 10, 2022
Renewable energy companies have been one of the few bright spots in global equity markets since the Russia/Ukraine conflict began two weeks ago. The conflict has the potential to...
Wealth Management
Investing With Values: Q3 2021
November 29, 2021
Sustainable investing continues to both prosper and evolve. Issues related to the pandemic, social justice, and the environment accelerated its adoption in 2020, and this momentum has carried over...
Investment & Market Analysis
Investing with Values: Q2 2021
August 24, 2021
“Everybody knows that the dice are loaded, Everybody rolls with their fingers crossed” Leonard Cohen, “Everybody Knows” As an avid classic rock fan, I often connect song lyrics or...
Wealth Management
Investing With Values: Q1 2021
May 26, 2021
Recently, Blackrock’s former CIO of Sustainable Investing made headlines when he called out his former employer and the rest of the financial services industry for “duping” the American public...
Investment & Market Analysis
To 2030 and Beyond: Sustainable Investing Megatrends – Webinar Recording
May 7, 2021
The trend to invest in sustainable strategies has increased rapidly, resulting in more than $17 trillion in these assets at end of 2020, a 42% increase from 2018 according...
Investment & Market Analysis
Sustainable Impact: Striving to be Much Better than “Better Than Average”
March 18, 2021
Tariq Fancy, Blackrock’s former CIO of Sustainable Investing, recently made headlines when he called out Blackrock, along with the rest of the financial services industry, for “duping” the American...
Investment & Market Analysis
Investing with Values: Q4 2020
January 25, 2021
The United Nations Sustainable Development Goals (SDGs) are a collection of global goals that seek to integrate and balance the three key areas of sustainable development: economic, social, and...
Investment & Market Analysis
Investing with Values – October 2020
October 29, 2020
October Observations We are simultaneously facing three fundamental crises: the Covid-19 pandemic, racial inequality and social injustice, and climate change. Undoubtedly, albeit to varying degrees, these challenges have impacted...
Investment & Market Analysis
Investing with Values – Q3 2020
August 13, 2020
Over the last several months, the issues of racial inequality and social and economic injustice have risen to the forefront. While these issues have persisted for years, the collective...
Wealth Management
Sustainable Investing: Why is Doing Good For Society Also Good for Investors?
June 26, 2020
In this webinar, our advisors, Brian Presti and Marshall Rowe review how the role of a corporation is being re-defined, why corporate responsibility has moved from “nice to have”...
Investment & Market Analysis
Investing with Values – Q2 2020
June 5, 2020
Sustainable strategies had perhaps their first, real litmus test regarding how environmental, social and governance (ESG) factors would hold up as a risk management strategy during the first quarter...