Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Business Transition Planning
Five Star Wealth Manager 2014-2020
Animal Rescue League of Boston, Board Member
Animal Rescue League of Boston; Real Estate Committee
Rod is a Managing Director and Senior Wealth Advisor at The Colony Group. Prior to joining the firm, Rod served as a Principal of Long Wharf Investors, where he leveraged his strong analytical skills and honed his abilities as a corporate lawyer to advise clients on a broad background of business, legal, and financial issues. Rod is a CERTIFIED FINANCIAL PLANNER™ professional and brings more than 20 years of experience as a business and commercial real estate lawyer.
Rod serves on the Board of Directors for Animal Rescue League of Boston, a non-profit that has been involved with animal welfare in this area for over 100 years. For 15 years, Rod served as Chairman of the Advisory Committee for the City of Boston, guiding the comprehensive planning process for billions of dollars of planned development on the City of Boston Waterfront. He was named a “Five Star Wealth Manager” by Boston Magazine from 2014-2020.*
Rod holds a Bachelor of Arts in International Relations from Brown University and earned his Juris Doctor from the Indiana University School of Law. When not in the office, Rod enjoys playing tennis, golf, biking, and gardening, as well as escaping for time away when possible.
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...
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was recently enacted into law and many of the provisions of the $2 trillion package may be relevant to you....