The Colony Group
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The Colony Group Employees
Employee
Years
Job
Industry
Jonathan Lustig Jonathan Lustig's The Colony Group Experience August 2014 - Present
Job Associate Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group August 2014 - Present
fi360 January 2014 - July 2014
PNC May 2013 - September 2013
TJX May 2012 - August 2012
Landry's Bicycles January 2009 - August 2012
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Financial Analysis, Research, Business Analysis, Leadership, Teamwork, Time Management
Education
University of Pittsburgh 2010 — 2014
BSBA, Finance, General
Bond University 2012 — 2012
Semester Abroad
Wayland High School 2007 — 2010
The Colony Group August 2014 - Present
fi360 January 2014 - July 2014
PNC May 2013 - September 2013
TJX May 2012 - August 2012
Landry's Bicycles January 2009 - August 2012
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Financial Analysis, Research, Business Analysis, Leadership, Teamwork, Time Management
Education
University of Pittsburgh 2010 — 2014
BSBA, Finance, General
Bond University 2012 — 2012
Semester Abroad
Wayland High School 2007 — 2010
Samuel Thayer Samuel Thayer's The Colony Group Experience September 2013 - Present
Job Associate Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group September 2013 - Present
Brown Brothers Harriman June 2013 - August 2013
Clarkson University August 2010 - May 2013
Pax World Funds June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Matlab, Microsoft Word, Data Analysis, Time Management, Research, Customer Service, Leadership, Outlook, Public Speaking, SAP, Finance, Analysis
Education
Clarkson University 2009 — 2013
Bachelors of Science, Financial Information and Analysis, Minor in Economics, Minor in Law
The Colony Group September 2013 - Present
Brown Brothers Harriman June 2013 - August 2013
Clarkson University August 2010 - May 2013
Pax World Funds June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Matlab, Microsoft Word, Data Analysis, Time Management, Research, Customer Service, Leadership, Outlook, Public Speaking, SAP, Finance, Analysis
Education
Clarkson University 2009 — 2013
Bachelors of Science, Financial Information and Analysis, Minor in Economics, Minor in Law
Bob Dockendorff Bob Dockendorff's The Colony Group Experience January 2013 - Present
Job Senior Associate Financial Counselor at The Colony Group
Industry Legal Services
Experience
The Colony Group January 2013 - Present
Sullivan & Worcester LLP April 2012 - October 2012
Ernst & Young July 2010 - April 2012
Skills
International Tax, Tax, Legal Research, Personal Financial..., Asset Allocation, Retirement Planning, Wealth Management, Tax Research, Tax Preparation, Estate Planning
Education
Boston University School of Law 2011 — 2015
LLM in Taxation
Suffolk University Law School 2006 — 2009
JD, Cum Laude
University of Vermont 2002 — 2006
BA, Philosophy
Hanover High School 1998 — 2002
The Colony Group January 2013 - Present
Sullivan & Worcester LLP April 2012 - October 2012
Ernst & Young July 2010 - April 2012
Skills
International Tax, Tax, Legal Research, Personal Financial..., Asset Allocation, Retirement Planning, Wealth Management, Tax Research, Tax Preparation, Estate Planning
Education
Boston University School of Law 2011 — 2015
LLM in Taxation
Suffolk University Law School 2006 — 2009
JD, Cum Laude
University of Vermont 2002 — 2006
BA, Philosophy
Hanover High School 1998 — 2002
Lori Deane Lori Deane's The Colony Group Experience November 2004 - Present
Job Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group November 2004 - Present
G.W. & Wade April 2000 - October 2004
Skills
Estate Planning, Investments, Insurance, Charitable Gift Planning, Wealth Management
Education
Western New England College School of Law 1996 — 1999
JD
Assumption College 1991 — 1995
BA, Political Science
The Colony Group November 2004 - Present
G.W. & Wade April 2000 - October 2004
Skills
Estate Planning, Investments, Insurance, Charitable Gift Planning, Wealth Management
Education
Western New England College School of Law 1996 — 1999
JD
Assumption College 1991 — 1995
BA, Political Science
Terri Feeney Terri Feeney's The Colony Group Experience July 2012 - Present
Job Chief Financial Officer
Industry Financial Services
Experience
The Colony Group July 2012 - Present
Education
The University of Connecticut 1987 — 1991
Bachelor of Science (BS), Accounting
The Colony Group July 2012 - Present
Education
The University of Connecticut 1987 — 1991
Bachelor of Science (BS), Accounting
Steven Mondolino's The Colony Group Experience July 2015 - Present
Job Investment Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group July 2015 - Present
HHG & Company, LLC July 2011 - June 2015
Investment Risk Management Systems Inc. December 2010 - November 2011
Ameriprise Financial September 2009 - December 2010
Fantasy Island Arcade June 2004 - August 2007
Education
Bentley University 2007 — 2011
BA, BS, Economics & Finance
Lorenzo de'Medici Institute 2010 — 2010
Bronxville High School 2004 — 2007
The Colony Group July 2015 - Present
HHG & Company, LLC July 2011 - June 2015
Investment Risk Management Systems Inc. December 2010 - November 2011
Ameriprise Financial September 2009 - December 2010
Fantasy Island Arcade June 2004 - August 2007
Education
Bentley University 2007 — 2011
BA, BS, Economics & Finance
Lorenzo de'Medici Institute 2010 — 2010
Bronxville High School 2004 — 2007
Nadine Gordon Lee's The Colony Group Experience October 2013 - Present
Job Managing Director & President, Colony Family Office
Industry Investment Management
Experience
The Colony Group October 2013 - Present
Prosper Advisors LLC February 2002 - October 2013
US Trust Company of NY April 1997 - December 2001
U.S. Trust 1997 - 2001
Ernst & Young 1981 - 1997
Eisner & Lubin 1979 - 1981
Skills
Financial Planning, Investments, Estate Planning, Personal Finance, Income Tax, Financial Advisory, Retirement Planning, Investment Advisory, Asset Management, Alternative Investments, Asset Allocation, Retirement, Asset Managment, Wealth Management
Education
Pace University - Lubin School of Business
MS
Queens College
BA
The Colony Group October 2013 - Present
Prosper Advisors LLC February 2002 - October 2013
US Trust Company of NY April 1997 - December 2001
U.S. Trust 1997 - 2001
Ernst & Young 1981 - 1997
Eisner & Lubin 1979 - 1981
Skills
Financial Planning, Investments, Estate Planning, Personal Finance, Income Tax, Financial Advisory, Retirement Planning, Investment Advisory, Asset Management, Alternative Investments, Asset Allocation, Retirement, Asset Managment, Wealth Management
Education
Pace University - Lubin School of Business
MS
Queens College
BA
Danielle MacKinnon, CFP® Danielle MacKinnon, CFP®'s The Colony Group Experience July 2012 - Present
Job Vice President, Senior Finanacial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group July 2012 - Present
Mintz Levin Financial Advisors, LLC November 2004 - June 2012
RINET Company, LLC June 2001 - November 2004
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
BBA, Finance and Operations Management
The Colony Group July 2012 - Present
Mintz Levin Financial Advisors, LLC November 2004 - June 2012
RINET Company, LLC June 2001 - November 2004
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
BBA, Finance and Operations Management
Connor Sullivan's The Colony Group Experience June 2013 - Present
Job Associate Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group June 2013 - Present
Fidelity Investments September 2012 - June 2013
Education
Colby College 2008 — 2012
Bachelor of Arts (B.A.)
Williston Northampton School 2007 — 2008
Hamilton-Wenham Regional High School 2003 — 2007
The Colony Group June 2013 - Present
Fidelity Investments September 2012 - June 2013
Education
Colby College 2008 — 2012
Bachelor of Arts (B.A.)
Williston Northampton School 2007 — 2008
Hamilton-Wenham Regional High School 2003 — 2007
Peter Mitrano CFA, CFP® Peter Mitrano CFA, CFP®'s The Colony Group Experience July 2012 - Present
Job Vice President Senior Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group July 2012 - Present
Mintz Levin Financial Advisors, LLC October 2005 - June 2012
Legg Mason Wood Walker Inc. 2004 - 2005
US Bank N.A. 1998 - 2004
Merrill Lynch 1995 - 1997
Skills
Financial Advisory, Retirement Planning, Insurance, Financial Services, Asset Allocation, Investment Advisory, Financial Planners, Wealth Management...
Education
University of Massachusetts at Lowell 1987 — 1991
Bachelor of Science in Business Administration, Finance
Boston University
The Colony Group July 2012 - Present
Mintz Levin Financial Advisors, LLC October 2005 - June 2012
Legg Mason Wood Walker Inc. 2004 - 2005
US Bank N.A. 1998 - 2004
Merrill Lynch 1995 - 1997
Skills
Financial Advisory, Retirement Planning, Insurance, Financial Services, Asset Allocation, Investment Advisory, Financial Planners, Wealth Management...
Education
University of Massachusetts at Lowell 1987 — 1991
Bachelor of Science in Business Administration, Finance
Boston University
Liz Talbot's The Colony Group Experience January 1991 - Present
Job Managing Director at The Colony Group
Industry Financial Services
Experience
The Colony Group January 1991 - Present
Ernst & Young July 1982 - June 1986
Skills
Wealth Management, Investments, Tax Planning, Estate Planning
Education
Boston College 1978 — 1982
Bachelor of Science, Business Administration and Accounting
Bentley College
Master's Degree, Taxation and Financial Planning
The Colony Group January 1991 - Present
Ernst & Young July 1982 - June 1986
Skills
Wealth Management, Investments, Tax Planning, Estate Planning
Education
Boston College 1978 — 1982
Bachelor of Science, Business Administration and Accounting
Bentley College
Master's Degree, Taxation and Financial Planning
Eric Sample's The Colony Group Experience January 2012 - November 2012
Job Portfolio Manager and FixedIncome Strategies Coordinator at Reynders, McVeigh Capital Management, LLC.
Industry Financial Services
Experience
Reynders, McVeigh Capital Management, LLC. January 2014 - Present
Reynders, McVeigh Capital Management, LLC. November 2012 - December 2013
The Colony Group January 2012 - November 2012
The Colony Group June 2008 - December 2011
The Colony Group June 2006 - June 2008
Skills
Bloomberg, APX, Mutual Funds, Fixed Income, Valuation, Microsoft Excel, Investment Strategies, Financial Analysis, Equities, Asset Allocation, Portfolio Management, Municipal Bonds, Moxy, Axys
Education
Bentley University 2004 — 2008
Bachelor's degree, Finance, General
Reynders, McVeigh Capital Management, LLC. January 2014 - Present
Reynders, McVeigh Capital Management, LLC. November 2012 - December 2013
The Colony Group January 2012 - November 2012
The Colony Group June 2008 - December 2011
The Colony Group June 2006 - June 2008
Skills
Bloomberg, APX, Mutual Funds, Fixed Income, Valuation, Microsoft Excel, Investment Strategies, Financial Analysis, Equities, Asset Allocation, Portfolio Management, Municipal Bonds, Moxy, Axys
Education
Bentley University 2004 — 2008
Bachelor's degree, Finance, General
Andrew Wig, MBA, CFA Andrew Wig, MBA, CFA's The Colony Group Experience March 2001 - Present
Job Vice President, Director of Equity Portfolios at The Colony Group
Industry Financial Services
Experience
The Colony Group March 2001 - Present
Education
Boston University 1996 — 1999
Master of Business Administration (M.B.A.)
Colgate University 1988 — 1992
Bachelor of Arts (B.A.), Economics
The Colony Group March 2001 - Present
Education
Boston University 1996 — 1999
Master of Business Administration (M.B.A.)
Colgate University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Matthew Abrams, MBA Matthew Abrams, MBA's The Colony Group Experience May 2007 - October 2008
Job Senior Portfolio Analytics & Attribution Analyst (Equity/Hedge Funds) at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2011 - Present
North Reading A's Baseball Club (not-for-profit Baseball Team) January 2012 - August 2014
Prime, Buchholz & Associates June 2010 - August 2011
Centerpoint Advisors January 2009 - June 2010
The Colony Group May 2007 - October 2008
CampusCareerCenter.com December 2006 - May 2007
Commonwealth Financial Network July 2004 - September 2006
Skills
Bloomberg, Asset Management, Investments, Asset Allocation, Investment Strategies, Investment Advisory, Business Analysis, Financial Analysis, Analytics, Financial Modeling, Portfolio Management, Team Leadership, Finance, Mutual Funds, Excel, Hedge Funds, Long/Short Equity, Factset, Advent, Financial Planning, Word, Performance Attribution, Alternative Investments, Community Outreach, PowerPoint, Tax Preparation, Estate Tax Planning, SQL, Access, Morningstar, Retirement Planning, Retirement Savings, IRA's, Data Analysis, Market Analysis, MBA Finance, Financial Reporting, Financial Accounting, Project Finance, International Finance, Personal Finance, Investment Properties, Proposal Preparation, Capital Allocation, Cost Allocation, Expense Budgeting, Lipper, Derivatives, Performance Management, Equity Capital Markets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MBA, Finance
Bentley University 2002 — 2006
Bachelor of Science (BS), Finance
Royal Melbourne Institute of Technology 2004 — 2004
Study Abroad Program, Study Abroad Program, Finance
Putnam Investments August 2011 - Present
North Reading A's Baseball Club (not-for-profit Baseball Team) January 2012 - August 2014
Prime, Buchholz & Associates June 2010 - August 2011
Centerpoint Advisors January 2009 - June 2010
The Colony Group May 2007 - October 2008
CampusCareerCenter.com December 2006 - May 2007
Commonwealth Financial Network July 2004 - September 2006
Skills
Bloomberg, Asset Management, Investments, Asset Allocation, Investment Strategies, Investment Advisory, Business Analysis, Financial Analysis, Analytics, Financial Modeling, Portfolio Management, Team Leadership, Finance, Mutual Funds, Excel, Hedge Funds, Long/Short Equity, Factset, Advent, Financial Planning, Word, Performance Attribution, Alternative Investments, Community Outreach, PowerPoint, Tax Preparation, Estate Tax Planning, SQL, Access, Morningstar, Retirement Planning, Retirement Savings, IRA's, Data Analysis, Market Analysis, MBA Finance, Financial Reporting, Financial Accounting, Project Finance, International Finance, Personal Finance, Investment Properties, Proposal Preparation, Capital Allocation, Cost Allocation, Expense Budgeting, Lipper, Derivatives, Performance Management, Equity Capital Markets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MBA, Finance
Bentley University 2002 — 2006
Bachelor of Science (BS), Finance
Royal Melbourne Institute of Technology 2004 — 2004
Study Abroad Program, Study Abroad Program, Finance
Elizabeth Lehman Elizabeth Lehman's The Colony Group Experience March 2013 - August 2013
Job Executive Assistant to the President at Geode Capital Management
Industry Executive Office
Experience
Geode Capital Management September 2015 - Present
Jenzabar September 2013 - August 2015
The Colony Group March 2013 - August 2013
Beacon Hill Staffing Group January 2013 - February 2013
Hollister, Inc October 2012 - February 2013
Dr. Jaromir Slama & Julie Green June 2008 - September 2012
Commonwealth Sports Club October 2006 - May 2008
Skills
Event Planning, Customer Service, PowerPoint, Administrative..., Microsoft Office, Microsoft Word, Microsoft Excel, Marketing, Public Speaking, Personal Training, Motivational Speaking, Program Management, Outlook, Childcare, Child Development, Cpr Certified, Community Outreach, microsoft outlook, Organizational..., Project Management, Skilled Multi-tasker, Event Management
Education
University of North Texas 2003 — 2006
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Bethel College 2000 — 2002
Geode Capital Management September 2015 - Present
Jenzabar September 2013 - August 2015
The Colony Group March 2013 - August 2013
Beacon Hill Staffing Group January 2013 - February 2013
Hollister, Inc October 2012 - February 2013
Dr. Jaromir Slama & Julie Green June 2008 - September 2012
Commonwealth Sports Club October 2006 - May 2008
Skills
Event Planning, Customer Service, PowerPoint, Administrative..., Microsoft Office, Microsoft Word, Microsoft Excel, Marketing, Public Speaking, Personal Training, Motivational Speaking, Program Management, Outlook, Childcare, Child Development, Cpr Certified, Community Outreach, microsoft outlook, Organizational..., Project Management, Skilled Multi-tasker, Event Management
Education
University of North Texas 2003 — 2006
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Bethel College 2000 — 2002
Robert Driscoll Robert Driscoll's The Colony Group Experience 1986 - 1990
Job Financial Services and Wealth Managment Professional
Industry Financial Services
Experience
Loring, Wolcott & Coolidge January 1997 - Present
Loring, Wolcott & Coolidge 1995 - 2011
Bank of Boston (now Bank of America) 1990 - 1995
The Colony Group 1986 - 1990
Skills
Wealth Management, Estate Planning, Strategic Financial..., High Net Worth..., Portfolio Management, Wealth Management..., Tax, Financial Planners, Financial Advisory, Estate Tax Planning, Asset Managment, Investment Management
Education
Bentley University 1984 — 1988
Master of Science, Taxation
University of Massachusetts, Amherst 1975 — 1979
Bachelor of Arts, Economics
Loring, Wolcott & Coolidge January 1997 - Present
Loring, Wolcott & Coolidge 1995 - 2011
Bank of Boston (now Bank of America) 1990 - 1995
The Colony Group 1986 - 1990
Skills
Wealth Management, Estate Planning, Strategic Financial..., High Net Worth..., Portfolio Management, Wealth Management..., Tax, Financial Planners, Financial Advisory, Estate Tax Planning, Asset Managment, Investment Management
Education
Bentley University 1984 — 1988
Master of Science, Taxation
University of Massachusetts, Amherst 1975 — 1979
Bachelor of Arts, Economics
Ariel Nathanson Ariel Nathanson's The Colony Group Experience June 2009 - August 2011
Job Musician, Piano Teacher, Accompanist
Industry Music
Experience
Needham Music, Inc. September 2014 - Present
Parallel Sound Group September 2014 - Present
Self-Employed June 2013 - Present
Various Employers 2006 - Present
Children's Music Center of Jamaica Plain September 2014 - July 2015
Saint Stephen Martyr Church June 2013 - May 2014
George Washington University June 2013 - March 2014
Saint Elizabeths Hospital May 2013 - August 2013
Steinway & Sons June 2013 - July 2013
The Colony Group June 2009 - August 2011
Education
The George Washington University 2010 — 2014
Bachelor of Arts (B.A.), Music
Pontificia Universidad Católica de Chile 2012 — 2012
Needham High School 2006 — 2010
Needham Music, Inc. September 2014 - Present
Parallel Sound Group September 2014 - Present
Self-Employed June 2013 - Present
Various Employers 2006 - Present
Children's Music Center of Jamaica Plain September 2014 - July 2015
Saint Stephen Martyr Church June 2013 - May 2014
George Washington University June 2013 - March 2014
Saint Elizabeths Hospital May 2013 - August 2013
Steinway & Sons June 2013 - July 2013
The Colony Group June 2009 - August 2011
Education
The George Washington University 2010 — 2014
Bachelor of Arts (B.A.), Music
Pontificia Universidad Católica de Chile 2012 — 2012
Needham High School 2006 — 2010
Nancy Chisholm Nancy Chisholm's The Colony Group Experience August 2010 - July 2013
Job Vice President/Commercial Financial Consultant at Rockland Trust
Industry Financial Services
Experience
Rockland Trust July 2013 - Present
The Colony Group August 2010 - July 2013
Fidelity Investments July 2007 - May 2010
Fidelity Investments November 2003 - July 2007
Skills
Wealth Management, Retirement Plan..., Nonprofit Consulting, Investments, Portfolio Management, Financial Services, Retirement Planning, Finance, Asset Allocation, Asset Management, Investment Strategies, Financial Planning, Retirement
Education
Northeastern University 1978 — 1981
BSBA
Rockland Trust July 2013 - Present
The Colony Group August 2010 - July 2013
Fidelity Investments July 2007 - May 2010
Fidelity Investments November 2003 - July 2007
Skills
Wealth Management, Retirement Plan..., Nonprofit Consulting, Investments, Portfolio Management, Financial Services, Retirement Planning, Finance, Asset Allocation, Asset Management, Investment Strategies, Financial Planning, Retirement
Education
Northeastern University 1978 — 1981
BSBA
Andrew Golabek's The Colony Group Experience August 2008 - December 2011
Job Account Executive at Allison Associates
Industry Graphic Design
Experience
Allison Associates January 2012 - Present
The Colony Group August 2008 - December 2011
Skills
Relationship Management, Graphic Design, Marketing Communications, Corporate Communications, Marketing Strategy, Leadership, Project Management, Copy Editing, Marketing, Layout, Business Development, Strategic Planning, CRM
Education
The George Washington University 2002 — 2006
Bachelor of Business Administration, Finance
Thayer Academy 1998 — 2002
High School
Allison Associates January 2012 - Present
The Colony Group August 2008 - December 2011
Skills
Relationship Management, Graphic Design, Marketing Communications, Corporate Communications, Marketing Strategy, Leadership, Project Management, Copy Editing, Marketing, Layout, Business Development, Strategic Planning, CRM
Education
The George Washington University 2002 — 2006
Bachelor of Business Administration, Finance
Thayer Academy 1998 — 2002
High School
Jake Donovan's The Colony Group Experience 2013 - 2014
Job Systems Report Analyst
Industry Information Technology and Services
Experience
New England Baptist Hospital April 2015 - Present
The Colony Group 2013 - 2014
State Street 2012 - 2013
JP Morgan 2008 - 2011
Fidelity Investments 2007 - 2007
Fidelity Investments 2007 - 2007
Skills
Tax, Bloomberg, Financial Modeling, Financial Analysis, Finance, Mutual Funds, Investments, Equities, Fixed Income, Strategic Financial..., Financial Reporting, Alternative Investments, Securities, Valuation, Portfolio Management, Microsoft Excel, Asset Management, Asset Allocation, Forecasting
Education
Bentley University 2004 — 2008
Bachelor of Science, Finance
New England Baptist Hospital April 2015 - Present
The Colony Group 2013 - 2014
State Street 2012 - 2013
JP Morgan 2008 - 2011
Fidelity Investments 2007 - 2007
Fidelity Investments 2007 - 2007
Skills
Tax, Bloomberg, Financial Modeling, Financial Analysis, Finance, Mutual Funds, Investments, Equities, Fixed Income, Strategic Financial..., Financial Reporting, Alternative Investments, Securities, Valuation, Portfolio Management, Microsoft Excel, Asset Management, Asset Allocation, Forecasting
Education
Bentley University 2004 — 2008
Bachelor of Science, Finance
John C. White, CFA John C. White, CFA's The Colony Group Experience March 2015 - Present
Job Chief Administrative Officer at The Colony Group
Industry Investment Management
Experience
The Colony Group March 2015 - Present
CapGroup Advisors, LLC September 2013 - February 2015
CapGroup Advisors June 2013 - August 2013
Mentor Wealth Management, LLC 2009 - May 2013
Wealthcare Capital Management 2007 - 2009
Davenport & Company LLC 2005 - 2006
Wachovia Securities 2000 - 2005
Evergreen Investments 1997 - 2000
Thompson, Siegel & Walmsley 1994 - 1997
Education
University of Richmond - Robins School of Business 1992 — 1994
MBA
Bucknell University 1988 — 1992
BSBA, Business Admin, International Relations
St. Christopher's School 1975 — 1988
The Colony Group March 2015 - Present
CapGroup Advisors, LLC September 2013 - February 2015
CapGroup Advisors June 2013 - August 2013
Mentor Wealth Management, LLC 2009 - May 2013
Wealthcare Capital Management 2007 - 2009
Davenport & Company LLC 2005 - 2006
Wachovia Securities 2000 - 2005
Evergreen Investments 1997 - 2000
Thompson, Siegel & Walmsley 1994 - 1997
Education
University of Richmond - Robins School of Business 1992 — 1994
MBA
Bucknell University 1988 — 1992
BSBA, Business Admin, International Relations
St. Christopher's School 1975 — 1988
Rod Macdonald Rod Macdonald's The Colony Group Experience July 2014 - Present
Job Senior Financial Counselor at The Colony Group
Industry Investment Management
Experience
The Colony Group July 2014 - Present
Meyer, Connolly, Simons & Keuthen LLP January 1990 - July 2014
Long Wharf Investors, Inc. January 2005 - June 2014
Mintz Levin January 1981 - January 1986
Adler Pollock & Sheehan P.C. 1978 - 1981
Skills
Investment Advisory, Money Management, Retirement Planning, Personal Financial..., Strategic Planning, Estate Planning, Real Estate, Business Planning, Wealth Management, Investment Management, Financial Planning, Investments
Education
Indiana University Robert H. McKinney School of Law 1975 — 1978
JD, Law
Brown University 1969 — 1973
BA, International Relations
The Colony Group July 2014 - Present
Meyer, Connolly, Simons & Keuthen LLP January 1990 - July 2014
Long Wharf Investors, Inc. January 2005 - June 2014
Mintz Levin January 1981 - January 1986
Adler Pollock & Sheehan P.C. 1978 - 1981
Skills
Investment Advisory, Money Management, Retirement Planning, Personal Financial..., Strategic Planning, Estate Planning, Real Estate, Business Planning, Wealth Management, Investment Management, Financial Planning, Investments
Education
Indiana University Robert H. McKinney School of Law 1975 — 1978
JD, Law
Brown University 1969 — 1973
BA, International Relations
Leah Coughlan Leah Coughlan's The Colony Group Experience August 2013 - November 2014
Job Administrative Assistant
Industry Nonprofit Organization Management
Experience
The Colony Group August 2013 - November 2014
Beacon Hill Staffing Group March 2013 - August 2013
Christian Appalachian Project August 2011 - August 2012
Shaw's Supermarket August 2006 - June 2011
Center for Nonprofit Management at Stonehill College January 2011 - May 2011
Stonehill College September 2010 - May 2011
Stonehill College September 2008 - May 2011
Skills
Nonprofits, Social Justice, Volunteer Management, Fundraising, Community Outreach, Grant Writing, Leadership, Community Service, Non-profits, Research, Customer Service, Community Organizing, Spanish, SPSS, Event Planning, Microsoft Office, Higher Education, Editing, Admissions, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Teaching, Junxure, CRM databases, Social Media, Social Networking, Facebook, Outlook, Leadership Development, Program Development
Education
Stonehill College 2007 — 2011
Bachelor of Arts (B.A.), Political Science, Psychology
Stellenbosch University/Universiteit Stellenbosch 2009 — 2009
The Colony Group August 2013 - November 2014
Beacon Hill Staffing Group March 2013 - August 2013
Christian Appalachian Project August 2011 - August 2012
Shaw's Supermarket August 2006 - June 2011
Center for Nonprofit Management at Stonehill College January 2011 - May 2011
Stonehill College September 2010 - May 2011
Stonehill College September 2008 - May 2011
Skills
Nonprofits, Social Justice, Volunteer Management, Fundraising, Community Outreach, Grant Writing, Leadership, Community Service, Non-profits, Research, Customer Service, Community Organizing, Spanish, SPSS, Event Planning, Microsoft Office, Higher Education, Editing, Admissions, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Teaching, Junxure, CRM databases, Social Media, Social Networking, Facebook, Outlook, Leadership Development, Program Development
Education
Stonehill College 2007 — 2011
Bachelor of Arts (B.A.), Political Science, Psychology
Stellenbosch University/Universiteit Stellenbosch 2009 — 2009
Jeremy Sandler Jeremy Sandler's The Colony Group Experience July 2012 - May 2014
Job Senior Financial Advisor at Wealth Management Company
Industry Financial Services
Experience
New England Private Wealth Advisors May 2014 - Present
The Colony Group July 2012 - May 2014
Mintz Levin Financial Advisors August 2011 - June 2012
Skills
Finance, Investments, Asset Allocation, Financial Planning, Portfolio Management, Estate Planning, Retirement Planning, Wealth Management, Financial Analysis, Equities
Education
Babson College 2005 — 2007
Master of Business Administration (MBA), Entrepreneurship
Emory University 1998 — 2002
Bachelor of Business Administration (BBA), Finance and Information Technology
New England Private Wealth Advisors May 2014 - Present
The Colony Group July 2012 - May 2014
Mintz Levin Financial Advisors August 2011 - June 2012
Skills
Finance, Investments, Asset Allocation, Financial Planning, Portfolio Management, Estate Planning, Retirement Planning, Wealth Management, Financial Analysis, Equities
Education
Babson College 2005 — 2007
Master of Business Administration (MBA), Entrepreneurship
Emory University 1998 — 2002
Bachelor of Business Administration (BBA), Finance and Information Technology
Debby Dunham's The Colony Group Experience June 2015 - Present
Job Portfolio Administrator at The Colony Group
Industry Financial Services
Experience
The Colony Group June 2015 - Present
MidAtlantic Capital Management, Inc. July 2013 - June 2015
Benchmark Wealth Advisors November 2007 - July 2013
Commonwealth Parenting February 2011 - February 2013
Derbyshire Nursery School September 2002 - May 2007
Kids in Discovery Preschool September 2000 - September 2002
Self Employed, Home Day Care and After School Care May 1996 - September 2000
Southern States Petroleum May 1992 - April 1996
Agway Energy Products June 1988 - May 1992
Skills
Operations Management, Financial Transactions, Financial Analysis, Strategic Planning, Client Relations Skills, Office Management, Marketing, Research, Managing Database, Social Media, Time Management, Marketing Support, Sales Management, Board Relations, Sales, Training, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Business Planning, Nonprofits, Event Planning, Non-profits, Staff Supervision, Donor Management, Wordpress
Education
State University of New York College at Cortland 1984 — 1988
BA, Economics
Fayetteville-Manlius High School 1980 — 1984
The Colony Group June 2015 - Present
MidAtlantic Capital Management, Inc. July 2013 - June 2015
Benchmark Wealth Advisors November 2007 - July 2013
Commonwealth Parenting February 2011 - February 2013
Derbyshire Nursery School September 2002 - May 2007
Kids in Discovery Preschool September 2000 - September 2002
Self Employed, Home Day Care and After School Care May 1996 - September 2000
Southern States Petroleum May 1992 - April 1996
Agway Energy Products June 1988 - May 1992
Skills
Operations Management, Financial Transactions, Financial Analysis, Strategic Planning, Client Relations Skills, Office Management, Marketing, Research, Managing Database, Social Media, Time Management, Marketing Support, Sales Management, Board Relations, Sales, Training, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Business Planning, Nonprofits, Event Planning, Non-profits, Staff Supervision, Donor Management, Wordpress
Education
State University of New York College at Cortland 1984 — 1988
BA, Economics
Fayetteville-Manlius High School 1980 — 1984
Bill Weydemeyer, MBA, CFP® Bill Weydemeyer, MBA, CFP®'s The Colony Group Experience January 2006 - Present
Job Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group January 2006 - Present
Investor's Bank & Trust March 2005 - January 2006
John Hancock October 2004 - May 2005
Skills
Financial Planning, Wealth Management, Tax, Asset Managment, Tax Preparation, Estate Planning, Personal Tax Planning, Retirement Planning, Investments, Asset Allocation, Finance, Investment Management, Wealth, Mutual Funds, Fixed Annuities, Financial Services, Retirement, Securities, Portfolio Management, Risk Management
Education
Northeastern University 2011 — 2013
Master of Business Administration (MBA), Finance
Boston University Center for Professional Education 2007 — 2009
Financial Planning Certificate, Financial Planning
Hamilton College 2000 — 2004
Bachelor of Arts, Communications
The Colony Group January 2006 - Present
Investor's Bank & Trust March 2005 - January 2006
John Hancock October 2004 - May 2005
Skills
Financial Planning, Wealth Management, Tax, Asset Managment, Tax Preparation, Estate Planning, Personal Tax Planning, Retirement Planning, Investments, Asset Allocation, Finance, Investment Management, Wealth, Mutual Funds, Fixed Annuities, Financial Services, Retirement, Securities, Portfolio Management, Risk Management
Education
Northeastern University 2011 — 2013
Master of Business Administration (MBA), Finance
Boston University Center for Professional Education 2007 — 2009
Financial Planning Certificate, Financial Planning
Hamilton College 2000 — 2004
Bachelor of Arts, Communications
Micah Davis-Johnson, CFA, CPA's The Colony Group Experience February 2010 - February 2013
Job Investment Strategist, Cribstone Capital Management
Industry Investment Management
Experience
Cribstone Capital Management, LLC July 2015 - Present
Acadia Trust, N.A. February 2013 - July 2015
The Colony Group February 2010 - February 2013
Ernst & Young August 2006 - February 2010
Ernst & Young August 2009 - October 2009
Skills
Asset Allocation, Financial Analysis, Investments, Wealth Management, Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
MSA, Accounting
Boston College 2002 — 2006
BS, Accounting, Finance
Cribstone Capital Management, LLC July 2015 - Present
Acadia Trust, N.A. February 2013 - July 2015
The Colony Group February 2010 - February 2013
Ernst & Young August 2006 - February 2010
Ernst & Young August 2009 - October 2009
Skills
Asset Allocation, Financial Analysis, Investments, Wealth Management, Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
MSA, Accounting
Boston College 2002 — 2006
BS, Accounting, Finance
Sarah Valerio Sarah Valerio's The Colony Group Experience November 2006 - March 2013
Job Operations Administrator at Wilkins Investment Counsel, Inc.
Industry Financial Services
Experience
Wilkins Investment Counsel, Inc. March 2013 - Present
The Colony Group November 2006 - March 2013
Education
Mary Washington College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Scituate High School
Wilkins Investment Counsel, Inc. March 2013 - Present
The Colony Group November 2006 - March 2013
Education
Mary Washington College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Scituate High School
Jill Ribbe Metzmaker Jill Ribbe Metzmaker's The Colony Group Experience March 2005 - August 2005
Job Baystate Financial
Industry Financial Services
Experience
Baystate Financial January 2013 - Present
AspenCross Financial Group December 2011 - September 2012
W.B. Smith Companies October 2007 - December 2011
Bainco International Investors September 2005 - April 2007
The Colony Group March 2005 - August 2005
Smith Barney April 2001 - March 2005
Skills
Series 7, Series 63, Investments, Financial Planning, Retirement Analysis
Education
University of Massachusetts, Amherst
Bachelor of Arts, Sociology and Psychology
Baystate Financial January 2013 - Present
AspenCross Financial Group December 2011 - September 2012
W.B. Smith Companies October 2007 - December 2011
Bainco International Investors September 2005 - April 2007
The Colony Group March 2005 - August 2005
Smith Barney April 2001 - March 2005
Skills
Series 7, Series 63, Investments, Financial Planning, Retirement Analysis
Education
University of Massachusetts, Amherst
Bachelor of Arts, Sociology and Psychology
Jennifer Geoghegan Jennifer Geoghegan's The Colony Group Experience February 2015 - Present
Job Chief Marketing Officer & Advisor Coach at The Colony Group
Industry Financial Services
Experience
The Colony Group February 2015 - Present
Focus Financial Partners December 2007 - January 2015
American Express Company May 2007 - November 2007
American Express January 1999 - May 2007
Berenter Greenhouse & Webster November 1996 - August 1998
ToysRUs June 1994 - November 1996
Education
Columbia University - Columbia Business School 2013 — 2014
The Columbia Coaching Certification Program, External Coach Intensive, Certificate of Completion
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Marketing, International Business
University of Virginia 1990 — 1994
BA, Foreign Affairs
The Colony Group February 2015 - Present
Focus Financial Partners December 2007 - January 2015
American Express Company May 2007 - November 2007
American Express January 1999 - May 2007
Berenter Greenhouse & Webster November 1996 - August 1998
ToysRUs June 1994 - November 1996
Education
Columbia University - Columbia Business School 2013 — 2014
The Columbia Coaching Certification Program, External Coach Intensive, Certificate of Completion
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Marketing, International Business
University of Virginia 1990 — 1994
BA, Foreign Affairs
Robin Young, CFP® Robin Young, CFP®'s The Colony Group Experience June 1992 - June 2003
Job CEO Northstar Financial Planning. Providing FeeOnly Wealth Management & Financial Transition Planning for over 25 Yrs.
Industry Financial Services
Experience
Northstar Financial Planning, Inc January 2004 - Present
Sudden Money Institute January 2008 - Present
Kinder Institute of Life Planning 2006 - Present
The Colony Group June 1992 - June 2003
Boston Properties 1987 - 1992
Skills
Financial Transition..., Retirement, Business Brokerage, Wealth Management, Money, Small Business, Project Planning, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Investment Advisory, Asset Managment, Portfolio Management, Asset Allocation, Financial Planners, Financial Advisory, Wealth, Insurance, 401k, Financial Analysis, Personal Financial..., Holistic Financial..., CFP, Fee Only Financial..., Mutual Funds, Asset Management, Investment Strategies, Personal Finance, Certified Financial..., Wealth Management..., Investment Management, IRAs, Finance, High Net Worth...
Education
Sudden Money Institute 2008 — 2013
Mastery - Financial Transitionist, Financial Transition Planning, Mastery
The Kinder Institute of Life Planning 2006 — 2006
RLP, Life Planning
College for Financial Planning 2000 — 2002
CFP, Financial Planning
Suffolk University - Sawyer Business School 1992 — 1998
MBA, Business
Plymouth State University 1982 — 1986
BS, Business
Northstar Financial Planning, Inc January 2004 - Present
Sudden Money Institute January 2008 - Present
Kinder Institute of Life Planning 2006 - Present
The Colony Group June 1992 - June 2003
Boston Properties 1987 - 1992
Skills
Financial Transition..., Retirement, Business Brokerage, Wealth Management, Money, Small Business, Project Planning, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Investment Advisory, Asset Managment, Portfolio Management, Asset Allocation, Financial Planners, Financial Advisory, Wealth, Insurance, 401k, Financial Analysis, Personal Financial..., Holistic Financial..., CFP, Fee Only Financial..., Mutual Funds, Asset Management, Investment Strategies, Personal Finance, Certified Financial..., Wealth Management..., Investment Management, IRAs, Finance, High Net Worth...
Education
Sudden Money Institute 2008 — 2013
Mastery - Financial Transitionist, Financial Transition Planning, Mastery
The Kinder Institute of Life Planning 2006 — 2006
RLP, Life Planning
College for Financial Planning 2000 — 2002
CFP, Financial Planning
Suffolk University - Sawyer Business School 1992 — 1998
MBA, Business
Plymouth State University 1982 — 1986
BS, Business
Michael Cerqueira Michael Cerqueira's The Colony Group Experience September 2012 - Present
Job Associate Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group September 2012 - Present
Skills
Microsoft Office, Stata, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Research, Statistics, Customer Service, Economics, Time Management, Analysis, Quantitative Analytics
Education
Brown University 2008 — 2012
Bachelor of Arts (B.A.), Economics, History, 3.5
The Colony Group September 2012 - Present
Skills
Microsoft Office, Stata, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Research, Statistics, Customer Service, Economics, Time Management, Analysis, Quantitative Analytics
Education
Brown University 2008 — 2012
Bachelor of Arts (B.A.), Economics, History, 3.5
Jay Lupica Jay Lupica's The Colony Group Experience October 2000 - Present
Job Principal/Senior Financial Advisor at The Colony Group
Industry Financial Services
Experience
The Colony Group October 2000 - Present
Law Office of Jay Lupica 1982 - 2000
Education
Suffolk University Law School 1976 — 1979
JD, Tax, Business Law
Babson College 1972 — 1976
BSBA, Finance, Investments
The Colony Group October 2000 - Present
Law Office of Jay Lupica 1982 - 2000
Education
Suffolk University Law School 1976 — 1979
JD, Tax, Business Law
Babson College 1972 — 1976
BSBA, Finance, Investments
Brendan R. Lucas Brendan R. Lucas's The Colony Group Experience July 2014 - Present
Job Associate Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group July 2014 - Present
Eze Software Group November 2012 - July 2013
Winchester Swim & Tennis Club May 2010 - September 2012
Lucas Brothers Moving January 2011 - August 2012
University of Massachusetts Amherst August 2010 - May 2011
Skills
Leadership Development, Microsoft Excel, Microsoft Word, Customer Service, Management, Microsoft Office, Social Networking, PowerPoint, Teamwork, Accounting, People Skills, Analytics, Data Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics, Graduated Cum Laude
Winchester High School 2004 — 2008
The Colony Group July 2014 - Present
Eze Software Group November 2012 - July 2013
Winchester Swim & Tennis Club May 2010 - September 2012
Lucas Brothers Moving January 2011 - August 2012
University of Massachusetts Amherst August 2010 - May 2011
Skills
Leadership Development, Microsoft Excel, Microsoft Word, Customer Service, Management, Microsoft Office, Social Networking, PowerPoint, Teamwork, Accounting, People Skills, Analytics, Data Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics, Graduated Cum Laude
Winchester High School 2004 — 2008
Jennifer Kuhn, PHR's The Colony Group Experience July 1997 - September 1999
Job Director of Human Resources at Big Brothers Big Sisters of Massachusetts Bay
Industry Human Resources
Experience
Big Brothers Big Sisters of Massachusetts Bay July 2013 - Present
Big Brothers Big Sisters of Massachusetts Bay September 2006 - June 2013
Big Brothers of Massachusetts Bay August 2003 - August 2006
Horizons for Homeless Children September 1999 - August 2003
The Colony Group July 1997 - September 1999
Skills
Employee Benefits, Compensation & Benefit, Performance Management, Employee Engagement, Employee Relations, Recruiting, Talent Management, Interviews, Talent Acquisition, Conflict Resolution, Strategic Planning, Organizational..., Onboarding, Personnel Management, Leadership Development, Succession Planning, Benefits Administration, Human Resources, Training, New Hire Orientations, College Recruiting, Volunteer Management, HRIS, Applicant Tracking..., Resume Writing, Workforce Planning, Temporary Placement, Hiring, Career Development, Deferred Compensation
Education
Elon University
BS, Business Administration - Management & Finance
Big Brothers Big Sisters of Massachusetts Bay July 2013 - Present
Big Brothers Big Sisters of Massachusetts Bay September 2006 - June 2013
Big Brothers of Massachusetts Bay August 2003 - August 2006
Horizons for Homeless Children September 1999 - August 2003
The Colony Group July 1997 - September 1999
Skills
Employee Benefits, Compensation & Benefit, Performance Management, Employee Engagement, Employee Relations, Recruiting, Talent Management, Interviews, Talent Acquisition, Conflict Resolution, Strategic Planning, Organizational..., Onboarding, Personnel Management, Leadership Development, Succession Planning, Benefits Administration, Human Resources, Training, New Hire Orientations, College Recruiting, Volunteer Management, HRIS, Applicant Tracking..., Resume Writing, Workforce Planning, Temporary Placement, Hiring, Career Development, Deferred Compensation
Education
Elon University
BS, Business Administration - Management & Finance
Janet Forrest's The Colony Group Experience October 2006 - April 2012
Job Account Executive at Coverage Inc
Industry Insurance
Experience
Coverage Inc April 2012 - Present
The Colony Group October 2006 - April 2012
Skills
Umbrella Insurance, Property & Casualty..., General Insurance, Insurance, Liability, Retirement Planning, Claim, Employment Practices..., Life Insurance
Education
Thomas Nelson Community College 2004 — 2011
Paralegal, Paralegal Studies
Peninsula Catholic High School 1997 — 2000
Coverage Inc April 2012 - Present
The Colony Group October 2006 - April 2012
Skills
Umbrella Insurance, Property & Casualty..., General Insurance, Insurance, Liability, Retirement Planning, Claim, Employment Practices..., Life Insurance
Education
Thomas Nelson Community College 2004 — 2011
Paralegal, Paralegal Studies
Peninsula Catholic High School 1997 — 2000
Jeremy Kuhlen Jeremy Kuhlen's The Colony Group Experience March 2015 - Present
Job Senior Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group March 2015 - Present
CapGroup Advisors January 2013 - February 2015
Mentor Wealth Management, LLC June 2009 - January 2013
Wealthcare Capital Management April 2001 - June 2009
Financeware, Inc. April 2001 - June 2009
Wells Fargo Financial July 1997 - April 2001
Skills
Wealth Management, Retirement Plan..., Financial Planning, Investment Advisory, 401k, Portfolio Management, Investments, Fiduciary, Retirement Planning, Asset Allocation
Education
James Madison University
BBA, Marketing
The Colony Group March 2015 - Present
CapGroup Advisors January 2013 - February 2015
Mentor Wealth Management, LLC June 2009 - January 2013
Wealthcare Capital Management April 2001 - June 2009
Financeware, Inc. April 2001 - June 2009
Wells Fargo Financial July 1997 - April 2001
Skills
Wealth Management, Retirement Plan..., Financial Planning, Investment Advisory, 401k, Portfolio Management, Investments, Fiduciary, Retirement Planning, Asset Allocation
Education
James Madison University
BBA, Marketing
Cheryl Charbonneau, CPA, CFP's The Colony Group Experience May 2006 - December 2008
Job Controller/Tax Operations Manager at Grace Advisory Group
Industry Accounting
Experience
Grace Advisory Group September 2012 - Present
Wealth Protection Strategies January 2011 - April 2012
Kerkering, Barberio & Co January 2009 - June 2010
The Colony Group May 2006 - December 2008
Swope, Lamberson & Charbonneau, PA 1998 - 2006
Kittell, Branagan & Sargent, CPA's 1996 - 1998
Skills
Strategic Financial..., Tax, Cash Flow, Estate Planning, Accounting, Wealth Management, Tax Preparation, Financial Planners, Income Tax, Investments, Corporate Tax, Finance, Financial Reporting, QuickBooks, Financial Analysis, Budgets, Retirement Planning, Internal Controls, General Ledger, Financial Accounting, Small Business, Auditing, Risk Management, Financial Modeling, Financial Planning
Education
University of Vermont 1987 — 1990
BS, Business Administration/Accounting
Florida Gulf Coast University
Fifth Year Graduate Studies
Grace Advisory Group September 2012 - Present
Wealth Protection Strategies January 2011 - April 2012
Kerkering, Barberio & Co January 2009 - June 2010
The Colony Group May 2006 - December 2008
Swope, Lamberson & Charbonneau, PA 1998 - 2006
Kittell, Branagan & Sargent, CPA's 1996 - 1998
Skills
Strategic Financial..., Tax, Cash Flow, Estate Planning, Accounting, Wealth Management, Tax Preparation, Financial Planners, Income Tax, Investments, Corporate Tax, Finance, Financial Reporting, QuickBooks, Financial Analysis, Budgets, Retirement Planning, Internal Controls, General Ledger, Financial Accounting, Small Business, Auditing, Risk Management, Financial Modeling, Financial Planning
Education
University of Vermont 1987 — 1990
BS, Business Administration/Accounting
Florida Gulf Coast University
Fifth Year Graduate Studies
Jennifer McSharry's The Colony Group Experience September 2006 - November 2008
Job Owner at Burnett 1800 PAINTING
Industry Construction
Experience
Burnett 1-800 PAINTING December 2014 - Present
Kurt Dwyer Painting (KDP) 1999 - December 2014
The Colony Group September 2006 - November 2008
Skills
Retirement, Estate Planning, Insurance, Investments, Financial Planners, Residential Homes, Small Business, Strategic Financial..., Painting, Retirement Planning, Asset Management
Education
Eastern Nazarene College 2008 — 2012
Bachelors, Business Management
Burnett 1-800 PAINTING December 2014 - Present
Kurt Dwyer Painting (KDP) 1999 - December 2014
The Colony Group September 2006 - November 2008
Skills
Retirement, Estate Planning, Insurance, Investments, Financial Planners, Residential Homes, Small Business, Strategic Financial..., Painting, Retirement Planning, Asset Management
Education
Eastern Nazarene College 2008 — 2012
Bachelors, Business Management
Winnie Chiu's The Colony Group Experience December 2014 - September 2015
Job Executive Assistant at Care.com
Industry Investment Management
Experience
Care.com September 2015 - Present
Bebe Spa April 2013 - Present
The Colony Group December 2014 - September 2015
Bank of America April 2013 - December 2014
Kihei Dynasty Restaurant September 2010 - January 2013
Halfway Cafe July 2006 - April 2010
Education
Elizabeth Grady School of Esthetics and Massage Therapy 2009 — 2011
Massage Therapy/Therapeutic Massage
Quincy College 2005 — 2006
Business Administration and Management, General
North Quincy High School 1999 — 2003
High School
Care.com September 2015 - Present
Bebe Spa April 2013 - Present
The Colony Group December 2014 - September 2015
Bank of America April 2013 - December 2014
Kihei Dynasty Restaurant September 2010 - January 2013
Halfway Cafe July 2006 - April 2010
Education
Elizabeth Grady School of Esthetics and Massage Therapy 2009 — 2011
Massage Therapy/Therapeutic Massage
Quincy College 2005 — 2006
Business Administration and Management, General
North Quincy High School 1999 — 2003
High School
Shaun Thompson, CFA, CFP(R)'s The Colony Group Experience July 2012 - Present
Job Financial Counselor
Industry Financial Services
Experience
The Colony Group July 2012 - Present
Mintz Levin Financial Advisors, LLC June 2005 - June 2011
Skills
Wealth Management, Estate Planning, Investments, Retirement, Financial Advisory, Financial Planning
Education
Boston University 2001 — 2005
B.S. in Business Administration, Finance, Economics
Boston University
The Colony Group July 2012 - Present
Mintz Levin Financial Advisors, LLC June 2005 - June 2011
Skills
Wealth Management, Estate Planning, Investments, Retirement, Financial Advisory, Financial Planning
Education
Boston University 2001 — 2005
B.S. in Business Administration, Finance, Economics
Boston University
Tim Jester Tim Jester's The Colony Group Experience March 2015 - Present
Job The Colony Group, Director and Investment Consultant to NonProfit Organziations
Industry Investment Management
Experience
The Colony Group March 2015 - Present
Capital Advisory Group August 2012 - March 2015
Strategic Capital Corporation March 2000 - August 2005
Various August 1985 - March 2000
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Investments, Retirement Planning, Financial Advisory, Investment Advisory, Asset Managment, Fixed Income, Portfolio Management, Equities, Financial Services, Trading, Mutual Funds, Wealth Management, Management, Hedge Funds, Investment Management, Banking, Securities
Education
Georgia Institute of Technology - Georgia Tech College of Management 1979 — 1980
MS, Industrial Management
Shorter University 1974 — 1978
BS, Chemistry
The Colony Group March 2015 - Present
Capital Advisory Group August 2012 - March 2015
Strategic Capital Corporation March 2000 - August 2005
Various August 1985 - March 2000
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Investments, Retirement Planning, Financial Advisory, Investment Advisory, Asset Managment, Fixed Income, Portfolio Management, Equities, Financial Services, Trading, Mutual Funds, Wealth Management, Management, Hedge Funds, Investment Management, Banking, Securities
Education
Georgia Institute of Technology - Georgia Tech College of Management 1979 — 1980
MS, Industrial Management
Shorter University 1974 — 1978
BS, Chemistry
Kara Messenger Kara Messenger's The Colony Group Experience September 2013 - Present
Job Senior Associate Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group September 2013 - Present
O'Brien Management May 2010 - September 2013
Moors & Cabot July 2008 - April 2010
Education
Simmons College 2005 — 2009
BA, Finance, Economics
Boston University Center for Professional Education 2011 — 2013
Certificate, Financial Planning
The Colony Group September 2013 - Present
O'Brien Management May 2010 - September 2013
Moors & Cabot July 2008 - April 2010
Education
Simmons College 2005 — 2009
BA, Finance, Economics
Boston University Center for Professional Education 2011 — 2013
Certificate, Financial Planning
Rachel Cambio's The Colony Group Experience January 2014 - Present
Job Marketing Associate at The Colony Group
Industry Marketing and Advertising
Experience
The Colony Group January 2014 - Present
Commonwealth of Massachusetts July 2013 - November 2013
Critical Mix March 2008 - July 2013
Abercrombie & Fitch May 2006 - March 2008
The Kraft Group & Affiliates July 2005 - April 2006
The Robbins Company June 2005 - December 2005
Cumulus Media June 2004 - December 2004
Skills
Marketing, Public Relations, Social Media, Project Management, Management, Social Media Marketing, Marketing Communications, Event Planning, Advertising, New Business Development, Market Research, Project Planning, Manage Client..., Digital Marketing
Education
Northeastern University 2001 — 2006
BSA, Marketing, Management
The Colony Group January 2014 - Present
Commonwealth of Massachusetts July 2013 - November 2013
Critical Mix March 2008 - July 2013
Abercrombie & Fitch May 2006 - March 2008
The Kraft Group & Affiliates July 2005 - April 2006
The Robbins Company June 2005 - December 2005
Cumulus Media June 2004 - December 2004
Skills
Marketing, Public Relations, Social Media, Project Management, Management, Social Media Marketing, Marketing Communications, Event Planning, Advertising, New Business Development, Market Research, Project Planning, Manage Client..., Digital Marketing
Education
Northeastern University 2001 — 2006
BSA, Marketing, Management
Michael Wright, JD Michael Wright, JD's The Colony Group Experience January 2015 - Present
Job Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group January 2015 - Present
The Colony Group July 2012 - January 2015
Mintz Levin Financial Advisors, LLC October 2011 - July 2012
Riemer & Braunstein LLP September 2008 - December 2010
Goodwin Procter LLP June 2004 - July 2005
Education
Boston University 2010 — 2011
Certificate of Financial Planning
The University of Connecticut School of Law 2005 — 2008
Juris Doctor, Law
University of Massachusetts, Amherst 2001 — 2004
Bachelor of Arts, History and Classics
University College Cork 2002 — 2003
Study Abroad (Academic Year)
The Colony Group January 2015 - Present
The Colony Group July 2012 - January 2015
Mintz Levin Financial Advisors, LLC October 2011 - July 2012
Riemer & Braunstein LLP September 2008 - December 2010
Goodwin Procter LLP June 2004 - July 2005
Education
Boston University 2010 — 2011
Certificate of Financial Planning
The University of Connecticut School of Law 2005 — 2008
Juris Doctor, Law
University of Massachusetts, Amherst 2001 — 2004
Bachelor of Arts, History and Classics
University College Cork 2002 — 2003
Study Abroad (Academic Year)
Clay Eubank, CIMA, CPWA's The Colony Group Experience March 2015 - Present
Job Senior Financial Counselor at The Colony Group
Industry Investment Management
Experience
The Colony Group March 2015 - Present
CapGroup Advisors April 1991 - February 2015
Wheat First Securities April 1979 - October 1991
Education
University of Richmond - Robins School of Business
BS, Bussiness Administration
The Colony Group March 2015 - Present
CapGroup Advisors April 1991 - February 2015
Wheat First Securities April 1979 - October 1991
Education
University of Richmond - Robins School of Business
BS, Bussiness Administration
Rachel Gontarz Rachel Gontarz's The Colony Group Experience November 2006 - October 2008
Job Associate Director, Graduate Admissions
Industry Higher Education
Experience
D'Amore-McKim School of Business, Northeastern University March 2011 - June 2015
Northeastern University School of Law January 2009 - March 2011
The Colony Group November 2006 - October 2008
G.W. & Wade, Inc. February 2003 - November 2006
PricewaterhouseCoopers 2000 - 2003
Skills
Higher Education, Admissions, Student Affairs, Microsoft Office, Staff Development, Event Planning, Program Development, Enrollment Management, Research, Public Speaking, Student Development
Education
Northeastern University 2004 — 2006
MBA
Wheaton College (MA) 1996 — 2000
BA, Math, Economics
D'Amore-McKim School of Business, Northeastern University March 2011 - June 2015
Northeastern University School of Law January 2009 - March 2011
The Colony Group November 2006 - October 2008
G.W. & Wade, Inc. February 2003 - November 2006
PricewaterhouseCoopers 2000 - 2003
Skills
Higher Education, Admissions, Student Affairs, Microsoft Office, Staff Development, Event Planning, Program Development, Enrollment Management, Research, Public Speaking, Student Development
Education
Northeastern University 2004 — 2006
MBA
Wheaton College (MA) 1996 — 2000
BA, Math, Economics
Erin Manganello, CFP® Erin Manganello, CFP®'s The Colony Group Experience July 2012 - Present
Job Senior Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group July 2012 - Present
Mintz Levin Financial Advisors, LLC August 2004 - June 2012
The Shaw Group March 2000 - July 2004
Education
St. Francis University 1993 — 1997
B.A., Mathematics
The Colony Group July 2012 - Present
Mintz Levin Financial Advisors, LLC August 2004 - June 2012
The Shaw Group March 2000 - July 2004
Education
St. Francis University 1993 — 1997
B.A., Mathematics
Brian Katz's The Colony Group Experience July 1997 - Present
Job Chief Investment Officer at The Colony Group
Industry Investment Management
Experience
The Colony Group July 1997 - Present
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Investment Strategies, Wealth Management, Financial Analysis, Investments, Asset Managment, Mutual Funds, Equities, Equity Research, Retirement Planning, Capital Markets, Investment Management, Hedge Funds, Investment Advisory, Securities, Fixed Income, Financial Services, Finance, Financial Modeling
Education
Isenberg School of Management, UMass Amherst 1989 — 1992
The Colony Group July 1997 - Present
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Investment Strategies, Wealth Management, Financial Analysis, Investments, Asset Managment, Mutual Funds, Equities, Equity Research, Retirement Planning, Capital Markets, Investment Management, Hedge Funds, Investment Advisory, Securities, Fixed Income, Financial Services, Finance, Financial Modeling
Education
Isenberg School of Management, UMass Amherst 1989 — 1992
Scott Stefanowicz's The Colony Group Experience November 2014 - Present
Job Asst. Portfolio Manager at The Colony Group
Industry Financial Services
Experience
The Colony Group November 2014 - Present
The Colony Group July 2012 - November 2014
Mintz Levin Financial Advisors March 2012 - July 2012
State Street Corp. August 2009 - March 2012
Investors Bank & Trust November 2005 - August 2009
Investors Bank & Trust September 2003 - November 2005
Skills
Investments, Bloomberg, Mutual Funds, Equities, Securities, Financial Analysis, Alternative Investments, Asset Allocation, Account Reconciliation, Fixed Income
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
BS, Economics
Westford Academy
The Colony Group November 2014 - Present
The Colony Group July 2012 - November 2014
Mintz Levin Financial Advisors March 2012 - July 2012
State Street Corp. August 2009 - March 2012
Investors Bank & Trust November 2005 - August 2009
Investors Bank & Trust September 2003 - November 2005
Skills
Investments, Bloomberg, Mutual Funds, Equities, Securities, Financial Analysis, Alternative Investments, Asset Allocation, Account Reconciliation, Fixed Income
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
BS, Economics
Westford Academy
Kevin M. Williams's The Colony Group Experience 2010 - 2014
Job CFP®, CPA
Industry Financial Services
Experience
The Colony Group 2010 - 2014
Caturano and Company / Caturano Wealth Management 2007 - 2009
McGladrey 2005 - 2007
Kennedy & Lehan 1995 - 2005
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2008
Masters of Science, Financial Planning
University of Notre Dame 1990 — 1994
Bachelors of Business Administration, Accountancy
Duxbury High school 1986 — 1990
The Colony Group 2010 - 2014
Caturano and Company / Caturano Wealth Management 2007 - 2009
McGladrey 2005 - 2007
Kennedy & Lehan 1995 - 2005
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2008
Masters of Science, Financial Planning
University of Notre Dame 1990 — 1994
Bachelors of Business Administration, Accountancy
Duxbury High school 1986 — 1990
Peter Raimondi's The Colony Group Experience April 1986 - June 2006
Job Founder & CEO, Banyan Partners, LLC
Industry Financial Services
Experience
Banyan Partners, LLC July 2006 - Present
The Colony Group April 1986 - June 2006
AYCO 1983 - 1985
Skills
Asset Managment, Investments, Portfolio Management, Equities, Fixed Income, Financial Analysis, Mutual Funds, Investment Advisory
Education
Boston University School of Law 1980 — 1983
Doctor of Law (J.D.)
Boston University 1979 — 1980
BLS
Massachusetts College of Art and Design 1976 — 1979
BFA, Photography
Banyan Partners, LLC July 2006 - Present
The Colony Group April 1986 - June 2006
AYCO 1983 - 1985
Skills
Asset Managment, Investments, Portfolio Management, Equities, Fixed Income, Financial Analysis, Mutual Funds, Investment Advisory
Education
Boston University School of Law 1980 — 1983
Doctor of Law (J.D.)
Boston University 1979 — 1980
BLS
Massachusetts College of Art and Design 1976 — 1979
BFA, Photography
Amy McMaster's The Colony Group Experience January 2015 - Present
Job Director of Investment Services at The Colony Group
Industry Financial Services
Experience
The Colony Group January 2015 - Present
The Colony Group September 2008 - January 2015
The Colony Group August 2006 - September 2008
The Colony Group August 2000 - August 2006
Skills
Asset Allocation, Portfolio Management, Wealth Management
Education
Salve Regina University 1996 — 2000
The Colony Group January 2015 - Present
The Colony Group September 2008 - January 2015
The Colony Group August 2006 - September 2008
The Colony Group August 2000 - August 2006
Skills
Asset Allocation, Portfolio Management, Wealth Management
Education
Salve Regina University 1996 — 2000
Coleen Peters, CFP®, EA's The Colony Group Experience January 2007 - June 2010
Job Tax Manager, PWC
Industry Financial Services
Experience
PwC February 2011 - Present
The Colony Group January 2007 - June 2010
The Colony Group, LLC August 2000 - June 2010
The Colony Group, LLC August 2000 - June 2010
Skills
Retirement Planning, Strategic Financial..., Investments, Tax Preparation, Estate Planning, Financial Planners, Customer Service, Insurance, Training, Wealth Management, Securities, Portfolio Management, Tax, Finance, Asset Management
Education
Sonoma State University 1987 — 1991
BA
Boston University
Bachelor of Arts
Designations
CFP, EA, Financial Planning
Sonoma State University
PwC February 2011 - Present
The Colony Group January 2007 - June 2010
The Colony Group, LLC August 2000 - June 2010
The Colony Group, LLC August 2000 - June 2010
Skills
Retirement Planning, Strategic Financial..., Investments, Tax Preparation, Estate Planning, Financial Planners, Customer Service, Insurance, Training, Wealth Management, Securities, Portfolio Management, Tax, Finance, Asset Management
Education
Sonoma State University 1987 — 1991
BA
Boston University
Bachelor of Arts
Designations
CFP, EA, Financial Planning
Sonoma State University
Jon Stagnone's The Colony Group Experience November 2003 - December 2006
Job Vice President, Regional Planning Consultant at Fidelity Investments
Industry Legal Services
Experience
Fidelity Investments May 2013 - Present
Fidelity Charitable Services April 2011 - April 2013
Fidelity Investments July 2010 - March 2011
Fidelity Investments February 2007 - June 2010
The Colony Group November 2003 - December 2006
G.W. & Wade, Inc. July 1999 - October 2003
State Street Research 1992 - 1997
Skills
Estate Planning, Wealth Management, Retirement, Retirement Planning, High Net Worth..., Trusts
Education
Suffolk University Law School 1995 — 1999
Doctor of Law (J.D.)
Providence College 1987 — 1991
BA, History
Fidelity Investments May 2013 - Present
Fidelity Charitable Services April 2011 - April 2013
Fidelity Investments July 2010 - March 2011
Fidelity Investments February 2007 - June 2010
The Colony Group November 2003 - December 2006
G.W. & Wade, Inc. July 1999 - October 2003
State Street Research 1992 - 1997
Skills
Estate Planning, Wealth Management, Retirement, Retirement Planning, High Net Worth..., Trusts
Education
Suffolk University Law School 1995 — 1999
Doctor of Law (J.D.)
Providence College 1987 — 1991
BA, History
Arik Schechet CFP, CPA's The Colony Group Experience September 2010 - October 2011
Job Vice President, Relationship Management at Wellesley Investment Advisors
Industry Financial Services
Experience
Wellesley Investment Advisors, Inc. January 2014 - Present
New England Private Wealth Advisors November 2011 - December 2013
The Colony Group September 2010 - October 2011
Merrill Lynch September 2009 - August 2010
Tax One Solutions January 2010 - April 2010
CBIZ Tofias January 2009 - April 2009
TD Ameritrade October 2006 - May 2008
Axa Advisors 2003 - 2006
Skills
Investments, Asset Allocation, Finance, Estate Planning, Tax, Small Business, Investment Strategies, Forecasting, Retirement, Analysis, Cash Flow, Microsoft Excel
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MSA/MBA, Accounting
Dickinson College 1999 — 2003
BS, Computer Science
Wellesley Investment Advisors, Inc. January 2014 - Present
New England Private Wealth Advisors November 2011 - December 2013
The Colony Group September 2010 - October 2011
Merrill Lynch September 2009 - August 2010
Tax One Solutions January 2010 - April 2010
CBIZ Tofias January 2009 - April 2009
TD Ameritrade October 2006 - May 2008
Axa Advisors 2003 - 2006
Skills
Investments, Asset Allocation, Finance, Estate Planning, Tax, Small Business, Investment Strategies, Forecasting, Retirement, Analysis, Cash Flow, Microsoft Excel
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MSA/MBA, Accounting
Dickinson College 1999 — 2003
BS, Computer Science
Sheila A. Ryan's The Colony Group Experience August 2008 - April 2009
Job VP, Business Planning at Loring Ward
Industry Financial Services
Experience
Loring Ward May 2014 - Present
Abt Associates December 2013 - May 2014
Charles Schwab July 2011 - November 2013
Abt Associates July 2010 - July 2011
Bay State College January 2009 - May 2011
DMB Financial June 2009 - June 2010
The Colony Group August 2008 - April 2009
The Colony Group June 2007 - August 2008
Bear Stearns January 2007 - June 2007
Bear Stearns July 2005 - December 2006
Skills
Investments, Asset Allocation, Alternative Investments, Wealth Management, Equities, Portfolio Management, Strategic Financial..., Financial Analysis, Mutual Funds, Asset Managment, Fixed Income, Investment Strategies, Securities, Teaching, Technology, Operations Management, IT Operations, Project Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA, Finance and Accounting
Babson College 1997 — 2000
BS, Finance
Loring Ward May 2014 - Present
Abt Associates December 2013 - May 2014
Charles Schwab July 2011 - November 2013
Abt Associates July 2010 - July 2011
Bay State College January 2009 - May 2011
DMB Financial June 2009 - June 2010
The Colony Group August 2008 - April 2009
The Colony Group June 2007 - August 2008
Bear Stearns January 2007 - June 2007
Bear Stearns July 2005 - December 2006
Skills
Investments, Asset Allocation, Alternative Investments, Wealth Management, Equities, Portfolio Management, Strategic Financial..., Financial Analysis, Mutual Funds, Asset Managment, Fixed Income, Investment Strategies, Securities, Teaching, Technology, Operations Management, IT Operations, Project Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA, Finance and Accounting
Babson College 1997 — 2000
BS, Finance
Stephen Stelljes, JD, CFP®'s The Colony Group Experience October 2011 - Present
Job Senior Financial Counselor & Partner at The Colony Group
Industry Financial Services
Experience
The Colony Group October 2011 - Present
The Colony Group May 1998 - Present
Deloitte & Touche 1997 - 1998
The Ayco Company, L.P. 1994 - 1997
Skills
Wealth Management, Estate Planning, Retirement Planning, Strategic Financial..., Investment Advisory
Education
Albany Law School of Union University 1990 — 1993
Doctor of Law (JD), Law
SUNY Oswego 1986 — 1990
BS, Finance
Arcadia High School
The Colony Group October 2011 - Present
The Colony Group May 1998 - Present
Deloitte & Touche 1997 - 1998
The Ayco Company, L.P. 1994 - 1997
Skills
Wealth Management, Estate Planning, Retirement Planning, Strategic Financial..., Investment Advisory
Education
Albany Law School of Union University 1990 — 1993
Doctor of Law (JD), Law
SUNY Oswego 1986 — 1990
BS, Finance
Arcadia High School
Scott McDonald, MSFP, CFP®'s The Colony Group Experience December 2000 - Present
Job Vice President Senior Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group December 2000 - Present
State Street Bank January 1999 - December 2000
Investor's Bank & Trust Co August 1997 - January 1999
Skills
Wealth Management, Financial Planning, Investments, Financial Services, Finance, Financial Advisory, Portfolio Management, Asset Management, Mutual Funds, Wealth Management..., Asset Allocation, Management, High Net Worth...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
Master's, Financial Planning
Providence College 1987 — 1991
BS, Accounting
The Colony Group December 2000 - Present
State Street Bank January 1999 - December 2000
Investor's Bank & Trust Co August 1997 - January 1999
Skills
Wealth Management, Financial Planning, Investments, Financial Services, Finance, Financial Advisory, Portfolio Management, Asset Management, Mutual Funds, Wealth Management..., Asset Allocation, Management, High Net Worth...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
Master's, Financial Planning
Providence College 1987 — 1991
BS, Accounting
Joseph Salvati, CFP®'s The Colony Group Experience January 2010 - Present
Job Senior Vice President at The Colony Group
Industry Financial Services
Experience
The Colony Group January 2010 - Present
The Ayco Company, L.P. June 2006 - January 2010
Ameriprise Financial Services, Inc. February 2003 - May 2006
Skills
Wealth Management, Estate Planning, Tax Planning and..., Retirement Planning, Asset Allocation, Portfolio Management
Education
Brandeis University 1996 — 2000
BA, ENGLISH AND AMERICAN LITERATURE
Salisbury
The Colony Group January 2010 - Present
The Ayco Company, L.P. June 2006 - January 2010
Ameriprise Financial Services, Inc. February 2003 - May 2006
Skills
Wealth Management, Estate Planning, Tax Planning and..., Retirement Planning, Asset Allocation, Portfolio Management
Education
Brandeis University 1996 — 2000
BA, ENGLISH AND AMERICAN LITERATURE
Salisbury
Wayne Wicker's The Colony Group Experience January 2003 - June 2004
Job Senior Vice President & Chief Investment Officer at ICMARetirement Corporation
Industry Nonprofit Organization Management
Experience
ICMA-RC August 2004 - Present
The Colony Group January 2003 - June 2004
Cadence Capital Management January 1998 - January 2003
Skills
Investments, Asset Management, Alternative Investments, Hedge Funds, Equities, Asset Allocation, Portfolio Management, Mutual Funds, Investment Strategies, Investment Management
Education
Michigan State University - The Eli Broad College of Business 1982 — 1984
MBA, Finance
University of Washington 1975 — 1980
Communications, Journalism & Advertising
University of Washington, Michael G. Foster School of Business 1975 — 1979
ba, business
ICMA-RC August 2004 - Present
The Colony Group January 2003 - June 2004
Cadence Capital Management January 1998 - January 2003
Skills
Investments, Asset Management, Alternative Investments, Hedge Funds, Equities, Asset Allocation, Portfolio Management, Mutual Funds, Investment Strategies, Investment Management
Education
Michigan State University - The Eli Broad College of Business 1982 — 1984
MBA, Finance
University of Washington 1975 — 1980
Communications, Journalism & Advertising
University of Washington, Michael G. Foster School of Business 1975 — 1979
ba, business
David Costigan's The Colony Group Experience January 2004 - August 2009
Job Executive Managing Director at Boston Private Wealth, LLC
Industry Financial Services
Experience
Boston Private Wealth LLC October 2014 - Present
Banyan Partners, LLC May 2010 - Present
MAI Wealth Advisors, LLC August 2009 - May 2010
The Colony Group January 2004 - August 2009
Skills
Asset Allocation, Asset Management, Wealth Management, Alternative Investments, Equities, Mutual Funds, Investment Advisory, Investments, Portfolio Management, Fixed Income, Investment Management, Hedge Funds, Equity Research
Education
San Diego State University-California State University 2001 — 2003
Masters, Financial & Tax Planning
Boston Private Wealth LLC October 2014 - Present
Banyan Partners, LLC May 2010 - Present
MAI Wealth Advisors, LLC August 2009 - May 2010
The Colony Group January 2004 - August 2009
Skills
Asset Allocation, Asset Management, Wealth Management, Alternative Investments, Equities, Mutual Funds, Investment Advisory, Investments, Portfolio Management, Fixed Income, Investment Management, Hedge Funds, Equity Research
Education
San Diego State University-California State University 2001 — 2003
Masters, Financial & Tax Planning
Gina Bradley's The Colony Group Experience October 2010 - Present
Job COO and General Counsel at The Colony Group
Industry Financial Services
Experience
The Colony Group October 2010 - Present
The Colony Group December 2007 - October 2010
The Colony Group December 2005 - December 2007
Education
Suffolk University Law School 2002 — 2005
Juris Doctor
Gordon College 1997 — 2001
B.A., Political Studies
The Colony Group October 2010 - Present
The Colony Group December 2007 - October 2010
The Colony Group December 2005 - December 2007
Education
Suffolk University Law School 2002 — 2005
Juris Doctor
Gordon College 1997 — 2001
B.A., Political Studies
Tim Lambert, CFA's The Colony Group Experience December 2012 - May 2014
Job Research Associate at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company May 2014 - Present
The Colony Group December 2012 - May 2014
Interactive Data March 2012 - December 2012
Gordon & Co July 2011 - November 2011
Skills
Equities, Financial Analysis, Asset Managment, Financial Modeling, Investments, Fixed Income
Education
Bentley University 2007 — 2011
B.S., Corporate Finance and Accounting
Loomis, Sayles & Company May 2014 - Present
The Colony Group December 2012 - May 2014
Interactive Data March 2012 - December 2012
Gordon & Co July 2011 - November 2011
Skills
Equities, Financial Analysis, Asset Managment, Financial Modeling, Investments, Fixed Income
Education
Bentley University 2007 — 2011
B.S., Corporate Finance and Accounting
Grant Hastings's The Colony Group Experience January 2010 - December 2011
Job Sr. Analyst, Business Development at Monumental Sports & Entertainment
Industry Financial Services
Experience
Monumental Sports & Entertainment June 2015 - Present
Monumental Sports & Entertainment June 2014 - Present
Georgetown University August 2012 - May 2014
D.C. United May 2013 - November 2013
The Colony Group/ Mintz Levin Financial Advisors January 2012 - July 2012
The Colony Group January 2010 - December 2011
Bio-Economic Research Associates May 2009 - January 2010
Middlesex Beach Association May 2000 - August 2008
Menemsha Capital May 2007 - June 2007
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA), General Management and Operations
Dickinson College 2004 — 2008
BA, International Business & Management; Economics
Monumental Sports & Entertainment June 2015 - Present
Monumental Sports & Entertainment June 2014 - Present
Georgetown University August 2012 - May 2014
D.C. United May 2013 - November 2013
The Colony Group/ Mintz Levin Financial Advisors January 2012 - July 2012
The Colony Group January 2010 - December 2011
Bio-Economic Research Associates May 2009 - January 2010
Middlesex Beach Association May 2000 - August 2008
Menemsha Capital May 2007 - June 2007
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA), General Management and Operations
Dickinson College 2004 — 2008
BA, International Business & Management; Economics
Michael Haber JD, CFP®'s The Colony Group Experience January 2015 - Present
Job Senior Financial Counselor at The Colony Group
Industry Investment Management
Experience
The Colony Group January 2015 - Present
The Colony Group October 2013 - January 2015
Prosper Advisors November 2010 - October 2013
Newman & Greenberg LLP May 2009 - October 2010
Nixon Peabody April 2007 - November 2008
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2005 - 2007
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2002 — 2005
JD
Emory University 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
Staples High School 1994 — 1998
The Colony Group January 2015 - Present
The Colony Group October 2013 - January 2015
Prosper Advisors November 2010 - October 2013
Newman & Greenberg LLP May 2009 - October 2010
Nixon Peabody April 2007 - November 2008
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2005 - 2007
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2002 — 2005
JD
Emory University 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
Staples High School 1994 — 1998
Leigh Talbot, CFA's The Colony Group Experience 1991 - 1994
Job President & CEO at CFA Society of Washington, DC
Industry Nonprofit Organization Management
Experience
CFA Society of Washington, DC February 2012 - Present
FI Consulting January 2010 - September 2011
Henderson Global Investors September 2007 - July 2009
Morley Fund Management November 2004 - September 2007
CDC Ixis Asset Management (now Natixis - Paris) July 2002 - November 2004
EquineSite.com LLC (US) March 1999 - July 2002
BancBoston Robertson Stephens - Boston July 1998 - March 1999
Loomis, Sayles & Company 1994 - July 1998
The Colony Group 1991 - 1994
Skills
Business Development, Emerging Markets, Research, Valuation, Pensions, Portfolio Management, Financial Modeling, Hedge Funds, Strategic Financial..., Management, Asset Management, Investments, Finance, Fixed Income, Equity Research, Bloomberg, High Yield, Analysis, Alternative Investments, New Business Development
Education
Boston College 1985 — 1989
BA, Psychology with concentration in Management
CFA Society of Washington, DC February 2012 - Present
FI Consulting January 2010 - September 2011
Henderson Global Investors September 2007 - July 2009
Morley Fund Management November 2004 - September 2007
CDC Ixis Asset Management (now Natixis - Paris) July 2002 - November 2004
EquineSite.com LLC (US) March 1999 - July 2002
BancBoston Robertson Stephens - Boston July 1998 - March 1999
Loomis, Sayles & Company 1994 - July 1998
The Colony Group 1991 - 1994
Skills
Business Development, Emerging Markets, Research, Valuation, Pensions, Portfolio Management, Financial Modeling, Hedge Funds, Strategic Financial..., Management, Asset Management, Investments, Finance, Fixed Income, Equity Research, Bloomberg, High Yield, Analysis, Alternative Investments, New Business Development
Education
Boston College 1985 — 1989
BA, Psychology with concentration in Management
Denise Duffy's The Colony Group Experience August 2000 - Present
Job Senior Financial Counselor & Partner at The Colony Group
Industry Financial Services
Experience
The Colony Group August 2000 - Present
Parker Scheer, LLP May 1999 - February 2000
Skills
Wealth Management, Charitable Gift Planning, Estate Planning, Investments, Asset Allocation, Asset Managment, Strategic Financial..., Retirement Planning, Alternative Investments, Portfolio Management, Retirement, Insurance
Education
Suffolk Law School 1997 — 2000
JD
University of Massachusetts, Amherst 1988 — 1992
BA, History
The Colony Group August 2000 - Present
Parker Scheer, LLP May 1999 - February 2000
Skills
Wealth Management, Charitable Gift Planning, Estate Planning, Investments, Asset Allocation, Asset Managment, Strategic Financial..., Retirement Planning, Alternative Investments, Portfolio Management, Retirement, Insurance
Education
Suffolk Law School 1997 — 2000
JD
University of Massachusetts, Amherst 1988 — 1992
BA, History
Michael Tom, CFA, CFP®'s The Colony Group Experience January 2014 - February 2015
Job Principal at Point B Planning, LLC
Industry Financial Services
Experience
Point B Planning, LLC June 2015 - Present
The Colony Group January 2014 - February 2015
Clarfeld Financial Advisors November 1998 - October 2012
Skills
Asset Allocation, Investment Advisory, Investment Management, Alternative Investments, Wealth Management, Portfolio Management, Strategic Financial..., Asset Management, Personal Financial..., Tax Preparation, Investment Performance, Estate Planning, Mutual Funds, Investments, Tax Advisory, Investment Strategies, Retirement Planning
Education
Pace University - Lubin School of Business 1994 — 1998
Point B Planning, LLC June 2015 - Present
The Colony Group January 2014 - February 2015
Clarfeld Financial Advisors November 1998 - October 2012
Skills
Asset Allocation, Investment Advisory, Investment Management, Alternative Investments, Wealth Management, Portfolio Management, Strategic Financial..., Asset Management, Personal Financial..., Tax Preparation, Investment Performance, Estate Planning, Mutual Funds, Investments, Tax Advisory, Investment Strategies, Retirement Planning
Education
Pace University - Lubin School of Business 1994 — 1998
Christopher Holton's The Colony Group Experience August 2015 - Present
Job Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group August 2015 - Present
U.S. Trust January 2013 - August 2015
The Ayco Company, L.P. - A Goldman Sachs Company December 2005 - January 2013
Gladiator, LLC March 2005 - December 2005
Champion Mortgage September 2004 - March 2005
Education
Plymouth State University 2003 — 2004
MBA, Investment & Finance Concentration
Plymouth State University 1999 — 2003
BS, Marketing
The Colony Group August 2015 - Present
U.S. Trust January 2013 - August 2015
The Ayco Company, L.P. - A Goldman Sachs Company December 2005 - January 2013
Gladiator, LLC March 2005 - December 2005
Champion Mortgage September 2004 - March 2005
Education
Plymouth State University 2003 — 2004
MBA, Investment & Finance Concentration
Plymouth State University 1999 — 2003
BS, Marketing
Ebony Anderson's The Colony Group Experience November 2006 - April 2010
Job
Industry Accounting
Experience
Morrison Healthcare April 2015 - Present
Commonwealth Realty January 2007 - Present
ARAMARK April 2015 - April 2015
The Colony Group November 2006 - April 2010
Circuit City March 2005 - November 2006
Cornerstone Realty Income Trust December 2001 - March 2005
Skills
Income Statement, Budgets, Forecasting, Financial Reporting, Cash Flow, Variance Analysis, Profit, Microsoft Excel, Financial Analysis, Accounting, Accounts Receivable, General Ledger, Inventory Management, Outlook, Managerial Finance
Education
Strayer University (VA) 2004 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
James Madison University 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Morrison Healthcare April 2015 - Present
Commonwealth Realty January 2007 - Present
ARAMARK April 2015 - April 2015
The Colony Group November 2006 - April 2010
Circuit City March 2005 - November 2006
Cornerstone Realty Income Trust December 2001 - March 2005
Skills
Income Statement, Budgets, Forecasting, Financial Reporting, Cash Flow, Variance Analysis, Profit, Microsoft Excel, Financial Analysis, Accounting, Accounts Receivable, General Ledger, Inventory Management, Outlook, Managerial Finance
Education
Strayer University (VA) 2004 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
James Madison University 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Duke Duncan's The Colony Group Experience January 2014 - August 2014
Job
Industry Venture Capital & Private Equity
Experience
Standish Management, LLC March 2015 - Present
The Colony Group January 2014 - August 2014
Bentley Investment Group September 2013 - April 2014
Charles Schwab June 2013 - August 2013
Bentley Investment Group September 2012 - April 2013
Skills
Microsoft Excel, Bloomberg Terminal, PowerPoint, Financial Analysis
Education
Bentley University 2012 — 2014
Bachelor of Science (BS), Corporate Finance & Accounting
Standish Management, LLC March 2015 - Present
The Colony Group January 2014 - August 2014
Bentley Investment Group September 2013 - April 2014
Charles Schwab June 2013 - August 2013
Bentley Investment Group September 2012 - April 2013
Skills
Microsoft Excel, Bloomberg Terminal, PowerPoint, Financial Analysis
Education
Bentley University 2012 — 2014
Bachelor of Science (BS), Corporate Finance & Accounting