Bob Glovsky is Vice Chair and a Principal of The Colony Group. Prior to joining The Colony Group in July 2012, Bob was a founder and the President of Mintz Levin Financial Advisors, which provided wealth management and investment advisory services to individuals and families. Bob brings more than 30 years of experience in financial planning and money management with a focus on comprehensive planning.
Bob recently served as a member on the President’s Advisory Council on Financial Capability for Young Americans, after being appointed by President Obama in 2014. Bob currently serves as Chair of the CFP Board’s Center for Financial Planning. The Center is dedicated to the profession’s collective effort to develop a diverse and sustainable talent pool for the 21st century. Bob served as 2010 Chair of the Board of Directors of the Certified Financial Planner Board of Standards. He also has served as Chair of the Board of Examiners of the Certified Financial Planner Board of Standards, which sets standards for financial planning professionals worldwide. Bob also currently serves as a charter member of the Fidelity Institutional Wealth Services Advisor Council and is a former member of the Fidelity Research Institute’s Advisory Council. He has lectured and spoken extensively throughout the country on financial planning topics.
Bob is the Director Emeritus of Boston University’s Financial Planning Program, the largest CFP® Board registered program in New England and one of the largest in the country. He was honored in 2010 for his service, and the Robert J. Glovsky Scholarship Fund was created to help fund financial planning education for qualified women and minority candidates and those choosing to assist the underserved population.
Worth magazine selected Bob as one of the “Best Financial Advisors in the Country” eight consecutive times, and he was also listed in Mutual Fund magazine’s “Nation’s Top 100 Financial Advisors.” In 2015, Barron’s chose Bob as one of the “Top 100 Independent Financial Advisors” for the eight time and he made Boston Magazine‘s list of “Five Star Wealth Managers” in 2010 and 2011*. In addition, Bob has been on the cover of Financial Planning magazine three times. His expertise was broadcast for over eight years when he served as co-host of The Money Experts on Boston radio and of The Financial Planners on cable television, and he is regularly quoted in publications, including the New York Times, the Wall Street Journal, Barron’s, Business Week, the Washington Post, the Boston Globe, and the Boston Herald.
Because of his commitment to community service, Bob was honored by the Financial Planning Association with a 2011 Heart of Financial Planning Award and awarded the highest honor bestowed by the Boston University School of Law, the Silver Shingle for Distinguished Service to the School of Law.
*See important disclosures regarding awards and recognitions.