Marshall G. Rowe

Co-President, Business Owner Services, Managing Director of Northern New England

Concord, NH
Marshall Rowe Headshot
Focus Areas

Business Transition Planning
Investment Strategies
Sustainable Investing Solutions
Philanthropic Planning
Author
Industry Leader
Coaching
Private Strategies
Asset Allocation
Portfolio Management
Sustainable Investments

Client Specialty

Business Owner
Professionals
Non-Profits
Family Enterprise

Recognitions

2017 Outstanding Corporate Philanthropist

Community

New Hampshire Public Radio, Trustee, (past Chair of the Board & Treasurer of the Board); Friends of Amani Children’s Home U.S.,Trustee and Treasurer; The Appalachian Mountain Club, Advisory Board Member; Endowment For Health, Investment Committee Member, (prior Board Trustee Treasurer & Chair of the Investment Committee).

Marshall has over 30 years’ experience advising clients, developing portfolio strategies and analyzing investment opportunities, which he brings to his role as President, Business Owner Services & Managing Director, Northern New England, at The Colony Group. He has authored numerous articles and frequently speaks on asset allocation strategy, risk management, and private foundation portfolio design.

Marshall was the founder of Harvest Capital Management prior to merging with The Colony Group in 2019. Previously, he was a principal of Taylor Investments, Inc. and had also served with the venture capital and investment banking firm Hambrecht & Quist and Merrill Lynch.

Marshall serves as Board of Trustees for New Hampshire Public Radio, and Trustee and Treasurer for Friends of Amani Children’s Home. He also serves on the Investment Committee as a member for the Endowment for Health Foundation and is part of the Advisory Board Member of the Appalachian Mountain Club in Boston. In the past, he was Chair of New Hampshire Public Radio, past Chair of the Hopkinton, NH School Board and the Concord Community Music School Board of Trustees, and Board Treasurer of New Hampshire Public Radio, the New Hampshire Humanities Council and The Endowment for Health Foundation.

Marshall earned his Master of Science in Management from the University of New Hampshire and his Bachelor of Arts from Hartwick College where he was the Student Senate President.

Outside of the office, Marshall enjoys family activities doing cool stuff like climbing mountains-especially in winter; attending theater and musical performances; skiing, sailing and playing bridge; reading anything and everything, and of course, the Patriots, Red Sox, Bruins and Celtics. He is married to Rachel, has two grown sons, both Eagle Scouts, who attended Harvard and Tufts.

Published Insights

Invest Like Buffett

Warren Buffett is renowned for his long-term, strategic approach to investing, which has driven decades of strong compounded returns for him and his investors. One of his more memorable quips was that his favorite holding period is “forever.” While...

M&A: How To Make For Your Exit

Business owners – the key to maximizing the value of your business and preparing for an exit is to align the Three Clocks: Industry, Business, and Personal & Financial. Marshall Rowe tells what these mean to the Chief Executive Group.

LONG ISLAND CASE STUDY PART 5: DEFINING SUCCESS- WHAT IS IT YOU REALLY WANT FROM AN EXIT?

Watch this webinar to learn how to transform HiTech's operations from a successful small business to a scalable, sustainable, and more profitable company.

Business Sales on the Rise

As appeared in Business New Hampshire Magazine. Private business transactions in New England have accelerated over the last year and the pace may be picking up. Is this a...

Futurecast New Hampshire 2021

Previously published in Business New Hampshire Magazine. We believe the prospects are bright for accelerating economic activity during 2021. New Hampshire and the national economy look poised for renewed...

Rich Americans Are Protecting Their Fortunes From a Possible Biden Win

Spousal Lifetime Access Trusts, or “SLATs,” is a popular option for those interested in transferring wealth out of their estate, while allowing a wife or husband access to the money, says Marshall Rowe in Bloomberg News.

Family & Closely-Held Business Transition Planning

This white paper examines the process of transitioning the ownership and management of a family or closely-held business. It discusses pre-transition planning, considers the challenges of intergenerational ownership transfers versus third-party sales, and proposes a framework for meeting family and business goals throughout the...

Dreams Deferred?

The pandemic changed the world and the retirement plans of many Boomers. Marshall Rowe, President, Business Owner Services & Managing Director, Northern New England, shares his advice to help retirees adjust their plans and align them with their new reality.

Sustainable Investing: Why is Doing Good For Society Also Good for Investors?

In this webinar, our advisors, Brian Presti and Marshall Rowe review how the role of a corporation is being re-defined, why corporate responsibility has moved from “nice to have”...

How to Successfully Transition a Family-Owned Business, According to The Colony Group

“The sale of the business is not the end but, in fact, a beginning.” Marshall Rowe, James Fitts, and John Weeks celebrated the release of their new book with Worth Media's Juliet Scott-Croxford as they discussed how to successfully transition a family-owned business.

Financial strategies to deploy in tough times

In some ways, this recession is different than those in the past because it was not initially driven by fundamental problems in the economy, says Marshall Rowe, President, Business Owners Services at The Colony Group. Regardless of what’s driving the recession, the best course for most businesses is to keep a focus on maintaining their capital. “Cash is king,” Rowe says. “You want to think about how you can conserve cash, so managing your inventory, reducing your orders, managing cash that way is really crucial.”