Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Companies & Non-ProfitsYour 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
Companies & Non-Profits
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Companies & Non-ProfitsYour 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.
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Career Phase Strategies & Business Management
Companies & Non-Profits
Focus Areas
Industry Leader
Company Strategy
M&A
Growth & Innovation
Community
Delbarton School, Kent Place School; Beacon Hill Club (prior volunteer)
As the Chief of Staff & Strategy and a Principal at The Colony Group, Jennifer Geoghegan focuses on key strategic initiatives, from the development and implementation of The Colony Group’s strategic plan and vision to organizational structure and future innovative services. She also engages with talented advisors and teams who may desire to join Colony, imagining how coming together may help clients and employees achieve the meaning and joy they are seeking in their lives. Previously, Jennifer served as the Chief Marketing Officer and Advisor Coach of The Colony Group, helping to educate clients and connect them with Advisors who, she believes, are some of the most talented in the industry.
She is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind, and is a practice management expert, contributing to articles and speaking at industry events.
Prior to joining The Colony Group, Jennifer was the Vice President of Marketing and Advisor Coach at Focus Financial Partners, a nationally recognized partnership of independent wealth management firms which Colony joined in 2011. Prior to that, Jennifer was VP, Card Acquisitions at American Express. During her tenure there, she also worked on new product development, customer loyalty and retention, and interactive marketing, giving her experience across the full affluent consumer lifecycle.
Jennifer holds a Master of Business Administration in Marketing and International Business from the New York University Stern School of Business and a Bachelor of Arts in Foreign Affairs from the University of Virginia. She also received an executive coaching certification from Columbia University.
Jennifer volunteers in her local community and is currently supporting The Delbarton School, Kent Place School, and Beacon Hill Club. In her free time, she enjoys exercising, cooking, and the time she and her husband spend at sporting events watching their son and daughter play ice hockey and lacrosse.
Published Insights
Her Wealth
Thoughts on Gender Diversity, Equity, and Inclusion at The Colony Group
March 17, 2022
During Women’s History Month, it seems natural to reflect upon how we are doing with respect to gender diversity and empowering women at The Colony Group. In my role,...
Investment & Market Analysis
Market Outlook 2022- Webinar Recording
February 4, 2022
After another record-breaking year in the markets, what’s in store for 2022? Will it be another year of singing the “Inflation Blues?” (artist: B.B. King) or will “Three Little...
Curated by Colony
From Health to Family to Career Advice, this RIA Offers It
October 7, 2021
As Appeared in Rethinking65. Wealth advisors who have long-standing relationships with clients and their families do not take it for granted that clients share extremely personal and intimate details...
In The News
The Big Q: Are You Considering Adding Concierge Services?
May 14, 2021
"We view our clients as multidimensional human beings, not one-dimensional financial beings," said Jennifer Geoghegan as she describes why we offer our clients life-enrichment services through our Curated by Colony platform in her article with Barrons.
Curated by Colony
College Admissions: How to Navigate the Process During COVID-19 – Webinar Recording
September 14, 2020
In the best of years, anxiety can run high for parents and their high school children as they begin applying to their top college choices. Now that our routines...
How to Thrive While Working at Home
March 19, 2020
As we all get used to our new normal of social distancing, I’m already feeling nostalgic for the simple, daily routines that I know many of you, like me,...
Time for a Rapid Transition
January 3, 2020
Keys To a Successful Rapid Transition A recent Cerulli report finds that about 37% of today’s advisors are expected to retire over the next decade, and almost 25% of advisors who...
Wealth Management
Effortlessness: Working And Living In Your Zone Of Genius
June 1, 2018
As appeared in Financial Advisor Magazine. Highly successful people, when interviewed, often say the same thing about their jobs: They don’t see them as “work.” When the most gifted...
Are Some Advisors Selectively Applying the Fiduciary Standard?
August 30, 2016
As seen in Advisors Perspectives The heated nature of the rhetoric surrounding the fiduciary standard has reached a new high, focusing on whether investment advisors should offer certain investment...