Ian Cole, CFA, CFP®

Senior Wealth Advisor

Boston, MA
Focus Areas

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

Ian is a Senior Wealth Advisor and Principal 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

23 Colony Group MA-area Senior Wealth Advisors Awarded Five Star Wealth Managers for 2024

We are excited to share that 23 Massachusetts-area senior wealth advisors of The Colony Group have been named recipients of the 2024 Boston Five Star Wealth Manager award by...

THE COLONY GROUP ANNOUNCES PROMOTION OF SEVEN NEW PRINCIPALS

The Colony Group, an independent, national wealth and business management firm with approximately $20 billion in assets under management, is pleased to announce the promotion of seven new principals:...

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,...