Giancarlo Plati

Retirement Plan Advisor

Newton, MA

Giancarlo serves as the Retirement Plan Advisor for The Colony Group’s Newton, MA location. Drawing from his experience in Asset Management and Retirement Plan Consulting, Giancarlo aims to make the complex simple and help business owners establish and maintain a cost-effective, compliant and high-caliber group retirement plan.

Prior to joining The Colony Group, Giancarlo served as the Director of Investments at Carson Wealth, overseeing investment research and manager due diligence for equities, fixed income, and multi-asset strategies.

Prior to Carson Wealth, Giancarlo was part of the Institutional Sales team at John Hancock Investment Management. In this capacity, he worked directly with many of the company’s key institutional clients, including corporate pension plans, 3(21) and 3(38) fiduciaries, and multi-state retirement consulting firms.

Giancarlo has earned the Certified Investment Management Analyst (CIMA®) designation through the Investments and Wealth Institute in association with the Yale School of management. He also earned the Chartered Retirement Plans Specialist (CRPS®) designation through The College for Financial Planning. He graduated from DePaul University with a bachelor’s degree in English Literature.

Outside the office, Giancarlo enjoys golf and tennis, scuba diving, travel and meditation.