Lisa Poff

Chief Marketing Officer

Bethesda, MD
Focus Areas

Growth & Innovation
Client Communications
Brand Development
Event Management


Food for Others; Community Foundation for Northern VA

We celebrate the life and career of our colleague and friend Lisa Poff, who passed away on August 31, 2022 after a 16-month battle with pancreatic cancer. As Lisa said in her May 2022 interview with The Colony Group’s Chair and Chief Executive Officer Michael Nathanson, her mission in life was to, “bring joy and encouragement to people.” Lisa did that every day, and we miss her and her legacy lives on. Lisa Poff’s obituary is published here.

Lisa was a marketing and communication specialist in the financial services industry who constantly looked for better and more interesting ways to communicate often complex financial concepts to clients.  As Chief Marketing Officer and Principal at The Colony Group, Lisa was responsible for creating and implementing the firm’s strategic marketing and communications efforts including branding, digital and content marketing, social media, and public relations. She also served on the firm’s Management Committee.

Lisa led the effort to create Her Wealth®, a women’s financial initiative gaining national recognition. She collaborated with the female senior financial advisors and tax and financial management professionals at The Colony Group to develop new programs designed to empower women with financial knowledge and confidence.

Lisa served as the Director of Marketing & Communications at Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. Prior to that, she was the Director of Communications of a nationally recognized wealth management firm in McLean, VA.

She attended Pennsylvania State University and California State University, Northridge where she majored in political science and journalism. She attained the Charted Mutual Fund Counselor (CMFC®) and Chartered Retirement Plan Specialist (CRPS®) designations.

Having attended culinary school and cooked in professional kitchens in Los Angeles and D.C., Lisa loved to cook.  She also authored a cookbook of her most requested recipes for family and friends.

Published Insights

How I Learned What Matters Most in a Company Culture

“Culture is defined by action. What the leaders and individuals within a company do, how they respond and act for the benefit of one person, as well as many,...

Celebrating a Lifetime of Success and Service

Kevin Dolan, nicknamed the “Mayor of Naples, Florida,” retires from The Colony Group If you spend any time with Kevin Dolan, you are immediately struck by two things: his...