The colony group


The Colony Group is a wealth advisory and management firm based in Boston.

Information about The colony group

Industry
financial services
Number of employees
201-500
Address
2 Atlantic Ave, Boston, Massachusetts 02110, US


Company Categories

Management Consulting, Consulting, Wealth Management, Business Services, Financial Services, Investment Management, Financial Counseling, Corporate-Sponsored Financial Counseling, Retirement Planning, Tax Planning, Estate Planning, Risk Management, Philanthropic Planning, Cash-Flow Planning, Education Planning, Family Office,

The colony group executive employees

brian leach

Senior Portfolio Manager

carol kim

Account Manager

kenneth pritzke

Senior Wealth Advisor

liz talbot

Managing Director

jeanie kirkiles

Director Office of

max haspel

Co-President Business Owner

tara elmaleh

Managing Director of

theresa falcaro

Senior Portfolio Administrator

talia mariani

Account Manager

ginny davis

Director

jane bates

Client Service Manager

duke duncan

Senior Portfolio Associate

jonathan morse

Director of Business

jane dinardo

Director of Human

karla sullivan

Deputy General Counsel

matthew foster

Senior Wealth Advisor

marie g.

Customer Service Manager

jenn kemna

Marketing Director

ian barclay

Managing Director Senior

brittany garber

Client Service Manager

brian presti

Director of Portfolio

brian katz

Chief Investment Officer

brendan hand

Senior Wealth Advisor

ashley ayala

IT Project Manager

amy mcmaster

Director of Investment

amir malek

Managing Director

stephen schuler

Managing Director

paul glass

Vice Chairman

stephen miller

Managing Director

pam malek

Managing Director

tyler eidel

Strategy & Analytics

robert glovsky

Vice Chair and

terri feeney

Chief Financial Officer

robert purdy

Digital Marketing Manager

richard carroll

Senior Operations Associate

pierson friend

Chief Investment Officer

nina mitchell

Partner & Senior

zi wang

Director

spencer trujill

Account Manager

trip millikin

Senior Portfolio Manager

richard steinbe

Chief Market Strategist

stephen sadler

Managing Director &

rick macdonald

Principal & Senior

steve schuler

Managing Director and

ron rubin

President Vice Chair

zinovy iosovich

President The Colony

susan miller

Managing Director &

paul shapero

Director of Family

rod macdonald

Managing Director &

shane glass

President Colony Business

todd silverman

Senior Wealth Advisor

seth hieken

Portfolio Manager

richard rosenth

Portfolio Manager The

stephanie mills

Senior Accountant

erin snow

Marketing Director

gail sullivan

Senior Wealth Advisor

meghan cole

Senior Finance Associate

john schott

Portfolio manager

faith weston

Senior Tax Accountant

justin gilmarti

Managing Director Colony

jonathan lee

Director of Private

john weeks

Managing Director Family

jia jiang

Tax Manager

debby dunham

Building relationships while

denise duffy

Senior Financial Counselor

marshall rowe

President Business Owner

jonathan thrun

Director of Fixed

gina bradley

COO and General

lisa poff

Principal & Chief

james fitts

Managing Director Business

jack baird

Portfolio Manager

kelly anastasi

Director of Business

john paduano

Managing Director and

nan vlad

SVP Senior Wealth

craig jones

Managing Director Rocky

Frequent questions about The colony group

How many employees does The colony group have?
The colony group has approximately 201-500 employees.
What is The colony group's industry?
The colony group is involved in the industry of financial services.
Where is The colony group headquarters located?
The colony group is located in 2 Atlantic Ave, Boston, Massachusetts 02110, US
What is the website of The colony group?
The colony group official website at thecolonygroup.com

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