As a Wealth Advisor at The Colony Group, JonPaul (JP) focuses on financial planning for clients from multiple generations. Before joining Colony, JP served as a Financial Planner with Adviser Investments and as a Wealth Advisor with North American Management in Boston where he collaborated with clients to help achieve and understand their financial goals. He started his career as a Trust Administrator at Cumberland Trust in Nashville, TN.
An avid history buff, JP serves as Treasurer for Revolution 250, a consortium of non-profits dedicated to celebrating the 250th anniversary of the American Revolution in Massachusetts. He also serves on the board and investment committee of the Paul Revere Memorial Association and is a member of the Colonial Society of Massachusetts. JP is also Vice-Chair of The Boston Foundation’s Professional Advisors Network. JP also serves as a member our Diversity, Equity, and Inclusion Council.
JP graduated from Yale University with a degree in History. In addition, he is a CERTIFIED FINANCIAL PLANNER™ and Equity Compensation Associate. He lives west of Boston with his wife and daughter and enjoys hiking, traveling, and cooking.