Ian Cole, CFA

Wealth Advisor

Boston, MA
Focus Areas

Stock Options and Equity Compensation
Tax Planning
Investment Strategies
Institutional Advisory Services

Ian is a Wealth Advisor at The Colony Group. He supports a team of financial counselors with all aspects of client relationships, including financial, investment, and tax planning for high net worth individuals and corporate executives. Ian holds the Chartered Financial Analyst® designation.

Prior to joining Colony, Ian worked in Boston as an Investment Consultant for a national financial services firm where he held the FINRA Series 7 and 63 Licenses.  He earned a Bachelor of Arts Degree in Economics from Boston University.  Outside the office, Ian enjoys hiking the White Mountains in New Hampshire, running marathons, and spending time with his wife and friends.

Published Insights

4 Tips on Preparing for the Unexpected

We all hope to never face a significant loss to our property.  Beyond the suffering from losing those things that cannot be replaced, the damage from fire, flood, earthquake, or other disaster can put our records and personal information in disarray and potentially wreak havoc on your finances. Taking...