Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – Taxable and Non-TaxableYour 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
Institutions – Taxable and Non-Taxable
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – Taxable and Non-TaxableYour 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.
-
Career Phase Strategies & Business Management
Institutions – Taxable and Non-Taxable
Jack Baird, MBA
Senior Portfolio Manager
As a Senior Fixed Income Portfolio Manager at The Colony Group, Jack is part of the team responsible for the firm’s fixed income portfolio strategies, both taxable and municipal, as well as the underlying research and analytical process. He monitors and analyzes the markets on a day-to-day basis and trades on behalf of our clients’ fixed income portfolios in an effort to provide stable returns.
Prior to joining The Colony Group Jack spent 8 years as a Vice President in Investment Grade Corporate Bond sales and trading at Credit Suisse. Previously, he was a Client Strategist at GenRe-New England Asset Management, responsible for both Portfolio and Relationship Management. Jack also spent time at Wellington Management as a Sr. Trading Assistant.
Jack earned a Master of Business Administration in Finance and a Bachelor of Science in Finance from Bentley College.
He enjoys spending time with his wife and three children. Fun fact – Jack pitched for the Single-A Affiliate of the St. Louis Cardinals.
Published Insights
In The News
Colony Group Names Eight New Principals And Promotes Three
May 3, 2023
Financial Advisor Magazine covered The Colony Group's latest promotions and the future of their common vision. Read the full story here.
Topical Viewpoints
The Colony Group Announces Promotion of Eight New Principals
May 2, 2023
BOSTON, MA – 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...
Topical Viewpoints
The First Hikes Were The Deepest
March 13, 2023
Throughout time, many investors considered bonds to be relatively boring. Their contractually obligated interest payments made returns easy to forecast for investors that held to maturity. Then 2022 happened....