Stock Options and Equity Compensation
Corporate Sponsored Plans
Investment News 40 under 40
Five Star Wealth Managers 2018-2020
The Midas Collaborative, Advisory Panel
Bill is a Senior Wealth Advisor and a Principal at The Colony Group. He is part of a team of Colony Wealth Management counselors providing customized solutions to high net worth individuals, families, and corporate executives, including planning and implementing clients’ financial planning, investment management, and tax objectives.
He started at The Colony Group as a Portfolio Administrator in Colony Investment Management, where he was responsible for new accounts, custodial communications, and client service requests. Previously, Bill was employed by John Hancock Financial Services as an Annuity New Business Specialist and by Investors Bank & Trust as a Client Service Administrator. He earned a Bachelor of Arts in Communications from Hamilton College and his MBA from Northeastern University with a concentration in finance. Bill holds the CERTIFIED FINANCIAL PLANNER™ designation.
InvestmentNews 40 under 40 criteria: 40 Under 40 (2019, 2023) – The annual list recognizes and celebrates up-and-comers in the financial advice industry who are 39 or younger. Honorees are judged on their accomplishments, contribution to the industry, leadership and promise.
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.
Happy holidays to our Colony Group clients and friends! In 2021, our company celebrated 35 years since its founding in 1986. To reflect on this incredible milestone, our team...
As a freshly minted college graduate, I thought I was well prepared to launch into adulthood. But there was one nagging issue that kept holding me back: a lack...