Year Up – Volunteer and Mentor
As Managing Director of Wealth Management Strategy and a Principal of The Colony Group, Sheila Ryan partners with the firm’s leadership team and applies her experience strategic planning and implementation to create valuable services and impactful solutions that help advisors provide exceptional client experiences.
Sheila primarily has spent her 20+ year career in the wealth management space. Prior to rejoining The Colony Group in 2018, Sheila was the Vice President of Strategic Planning at Loring Ward in San Jose, CA. Sheila also was a Senior Technology Consultant within Advisor Services at Charles Schwab.
Sheila earned her Master in Organizational Psychology at William James College, Master of Business Administration from Boston College, and a Bachelor of Science in Finance from Babson College. She holds the Certified Change Management Professional (CCMPTM) credential and the Project Management Professional (PMP®) certification.
BOSTON, MA – The Colony Group, an independent, national wealth and business management firm with approximately $19.2 billion in assets under management as of February 28, 2023, is pleased...