Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Women in Transition
Five Star Wealth Manager 2018,2019
Nan is a Senior Wealth Advisor and a Principal of The Colony Group. With her combined legal and financial expertise, Nan provides counsel to high net worth individuals and families on issues including investment management, asset allocation, tax, estate, and business planning.
Prior to joining The Colony Group, Nan practiced real estate and general business law. Nan earned her Juris Doctor with honors from Suffolk University School of Law and received her undergraduate degree and a master’s degree from the New England Conservatory of Music.
Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.
We are excited to share that 23 Massachusetts-area senior wealth advisors of The Colony Group have been named recipients of the 2024 Boston Five Star Wealth Manager award by...