Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour 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 – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour 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 – OCIO Solutions
Focus Areas
Manager Diligence
Private Strategies
Portfolio Management
John is a Senior Portfolio Manager in the Institutional Advisory Practice team. John is responsible for international and equity alternatives investments and co-leads private equity and venture capital investments for the firm. He is a co-Portfolio Manager of The Colony Group Private Equity 2022 access fund and The Colony Group International Opportunities Fund. John’s research efforts additionally focus on opportunities in transformative innovation across sectors.
John brings over more than 15 years of experience working in institutional asset management. He served as a Partner and Managing Director at New Providence Asset Management prior to their merger with The Colony Group in 2021.
John graduated Phi Beta Kappa receiving a Bachelor of Arts in Philosophy with distinction from the University of Colorado. He earned his Master of Business Administration from the New York University Leonard N. Stern School of Business.
John lives in New York City with his wife whom he met in high school. They have two sons and enjoy traveling and skiing as a family. When time allows, John likes to read philosophy, which he adamantly believes is beneficial to his personal and professional life.
Published Insights
Institutional
The Importance of a Manager Evaluation Framework
November 20, 2023
What are the primary principles one should incorporate into an investment manager evaluation framework? Trust, integrity, alignment, and success. While these principles set a high bar for investment managers/firms...
Institutional
Red Flags and Disqualifying Characteristics In Manager Research
May 12, 2023
What single quality is most important in your investment manager research process? Integrity is paramount and must be present throughout a manager’s entire organization. Our assessment of integrity emerges...