Sustainable Investing Solutions
Institutional Advisory Services
Colony Cares, philanthropic liaison, Concord Office; Active supporter of non-profits focused on cultural and health-related causes
Jeff is a Portfolio Manager at The Colony Group and is responsible for portfolio management, investment due diligence, and client service. He brings more than 20 years of experience in the investment industry and specializes in conducting investment due diligence and manager research across many asset classes including equities, fixed income, real estate, commodities, private equity, and other alternative investment strategies.
He served as a Portfolio Manager at Harvest Capital Management prior to their merger with The Colony Group in 2019. Previously, he was with Lincoln Financial Network and served in various roles at the New Hampshire Retirement System where he researched investment strategies, managed projects and managed plan administration for the $7.4 billion defined benefit pension fund. Jeff began his career conducting 401(k) plan administration for the defined contribution divisions of Scudder Trust Company and Putnam Investments.
Jeff volunteers in his local community. He had participated in many cycling and walking events to raise funds for the National Multiple Sclerosis Society and the Alzheimer’s Association.
Jeff earned his Master of Business Administration and a graduate certificate in Finance from Southern New Hampshire University, and his Bachelor of Business Administration from the University of New Hampshire. Additionally, he became a full member of the Chartered Alternative Investment Analyst (CAIA) Association® in 2014, and successfully completed the Series 65 Uniform Investment Adviser Law exam in 2016.
Outside of the office, he enjoys reading, spending time with family, exercising, and learning about geopolitics and world affairs. He has been married to his wife, Kathy, since 1995. 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 families develop philanthropic programs and multi-generational wealth plans. Outside of Colony, he lends his skills to several local charitable organizations,...
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 circles – from Concord, throughout greater New Hampshire, into the surrounding states of New England and across our country. As...