Sustainable Investing Solutions
Institutional Advisory Services
Colony Cares, philanthropic liaison, Concord Office; Active supporter of non-profits focused on cultural and health-related causes
As a Senior Portfolio Manager, Jeff is responsible for investing client portfolios, conducting manager due diligence research, and providing client service. He specializes in conducting investment research across many asset classes including equities, fixed income, real estate, private equity, and other alternative investment strategies. Jeff also devotes his efforts to helping clients align their investments with their values through Colony’s Sustainable Investing Solutions.
Over his career spanning more than 25 years, Jeff built broad-based experience in many segments of the financial services industry. Prior to the merger with The Colony Group in 2019, he served as a Portfolio Manager at Harvest Capital Management. Previously, Jeff conducted manager due diligence research for the broker-dealer division of Lincoln Financial Group. He served in various roles at the New Hampshire Retirement System where he researched investment strategies, managed projects, and provided plan administration for the $7.4 billion defined benefit pension fund. Jeff began his career managing 401(k) plan administration for the defined contribution divisions of Scudder Trust Company and Putnam Investments.
Jeff is involved in his community through his support of cultural and health-related organizations. He participated in many cycling and walking events to raise funds for charity.
Jeff graduated from the University of New Hampshire with a bachelor’s degree in Business Administration. He earned his Master of Business Administration degree with a concentration in Finance from Southern New Hampshire University. Jeff is a CAIA Charter Holder. He successfully completed the Series 65 Uniform Investment Adviser Law exam in 2016. As a Chartered SRI Counselor™, Jeff developed foundational knowledge and expertise in sustainable, responsible, and impact investing strategies.
Outside of the office, he enjoys spending time with family and friends, studying music, reading, and learning about geopolitics and world affairs. Jeff’s musical history extends well before his adolescence. As the youngest of seven children, he was awarded the family vinyl collection. During his youth, Jeff was an avid consumer of WBCN, WGIR, WAAF, and WFNX. In 1995, Jeff married Kathy. They have known each other since attending first-grade together in Hudson, NH.
Jim Fitts, CFP® works as a Senior Family Wealth Advisor and Managing Director, Business Owner Services, from our Concord office. In this role, he helps business owners and their...
For over 25 years, the Colony Concord office has been deeply involved with the local community, the northeast region and national non-profit organizations. Our client relationships extend in concentric...