The Colony Group

    OverviewSuggest Edit

    We are a fiduciary, fee-only wealth advisory firm, which means we offer objective advice, not products. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants and attorneys who are committed to integrating and implementing customized solutions for all of our clients' financial needs. By providing the highest level of personal service from some of the best minds in the business and adhering to the strictest standards of fiduciary excellence, we build trusted, long-term relationships that give our clients the necessary edge in an increasingly complex world.
    TypePrivate
    Founded1986
    HQBoston, MA, US
    Websitethecolonygroup.com
    Employee Ratings4

    Latest Updates

    Employees (est.) (Jun 2021)266(+2%)
    Cybersecurity ratingCMore

    Key People/Management at The Colony Group

    Michael J. Nathanson

    Michael J. Nathanson

    Chief Executive Officer, Chair
    Gina K. Bradley

    Gina K. Bradley

    Chief Operating Officer, General Counsel
    Justin Gilmartin

    Justin Gilmartin

    Managing Director of Tax Services
    Vincent J. Gratch

    Vincent J. Gratch

    Chief Compliance Officer
    Tara L. Elmaleh

    Tara L. Elmaleh

    Managing Director, Finance
    Jennifer Geoghegan

    Jennifer Geoghegan

    Chief of Staff & Strategy
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    The Colony Group Office Locations

    The Colony Group has offices in Boston, Babylon, Bethesda, Boca Raton and in 11 other locations
    Boston, MA, US (HQ)
    201 Washington St
    Babylon, NY, US
    133 E Main St #2D
    Bethesda, MD, US
    7475 Wisconsin Ave #600
    Boca Raton, FL, US
    Tower II, 5100 Town Center Cir #150
    Concord, NH, US
    11 S Main St #501
    Denver, CO, US
    1718 N Gaylord St
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    The Colony Group Financials and Metrics

    Summary Metrics

    Founding Date

    1986

    The Colony Group Cybersecurity Score

    Cybersecurity ratingPremium dataset

    C

    78/100

    SecurityScorecard logo

    The Colony Group Online and Social Media Presence

    Embed Graph

    The Colony Group News and Updates

    Glass Malek of Los Angeles to Join The Colony Group

    BOSTON, Sept. 25, 2019 /PRNewswire/ -- The Colony Group, LLC ("Colony"), an independent, national, award-winning wealth management firm, announced an agreement for a strategic transaction with Glass Malek LLP ("Glass Malek"), a full-service multifamily office and business management firm...

    Glass Malek to Join Focus Partner Firm The Colony Group

    NEW YORK, Sept. 25, 2019 (GLOBE NEWSWIRE) -- Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus”), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Glass Malek LLP (“Glass Malek”), a full-service …

    Harvest Capital Management to Join The Colony Group

    BOSTON, Aug. 26, 2019 /PRNewswire/ -- The Colony Group, a national, award-winning wealth management firm that manages approximately $10 billion in regulatory assets for clients, announced an agreement for a strategic transaction with Harvest Capital Management based in Concord, NH. Colony...

    Jason Blackwell Joins The Colony Group as Chief Investment Strategist

    BOSTON, July 9, 2019 /PRNewswire/ -- The Colony Group is pleased to announce that Jason Blackwell, CFA, CAIA, has joined the company as their Chief Investment Strategist. Blackwell is an investment professional possessing both deep analytical experience and a passion to improve the...

    Kathryn Collings Joins Focus Partner Firm The Colony Group

    NEW YORK, June 18, 2019 (GLOBE NEWSWIRE) -- Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus”), a leading partnership of independent, fiduciary wealth management firms, today announced that Kathryn Collings, JD, CFA (“Collings”), has joined Focus partner firm The Colony Group, LLC (“Colony”).

    The Colony Group Announces Eight New Principals

    BOSTON, May 2, 2019 /PRNewswire/ -- The Colony Group, an independent, national wealth management firm with approximately $9 billion in assets under management is pleased to announce the promotion of eight new principals; Edward A. Ciancarelli, MBA, MSF, CFA; Dawn Doebler, MBA, CPA, CFP®,...
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    The Colony Group Blogs

    A Battle of Wits: Investors vs. the Dread Pirate Powell

    The Federal Reserve (led by the “Dread Pirate Powell”) and the market (personified by “Mr. Market”) are currently engaged in a battle of wits. Pundits argue that improving economic growth The post A Battle of Wits: Investors vs. the Dread Pirate Powell appeared first on The Colony Group.

    Investing With Values: Q1 2021

    Recently, Blackrock’s former CIO of Sustainable Investing made headlines when he called out his former employer and the rest of the financial services industry for “duping” the American public with The post Investing With Values: Q1 2021 appeared first on The Colony Group.

    The Colony Group Releases Second Edition of Personal Financial Planning for Executives and Entrepreneurs

    Updated edition expands on key considerations for executives and entrepreneurs, including business-transition planning, concentrated holdings, and ESG strategies The Colony Group, a national wealth and business management company, today announced The post The Colony Group Releases Second Edition of …

    The Dimensions of Wealth: Influencing Your Financial Path

    As seen in Kiplinger. A nuanced and thoughtful approach to financial planning is like peering into a kaleidoscope. Each kaleidoscope design comprises a unique set of pieces and patterns, and The post The Dimensions of Wealth: Influencing Your Financial Path appeared first on The Colony Group.

    7 Steps to Teach Kids How to Invest

    The post 7 Steps to Teach Kids How to Invest appeared first on The Colony Group.

    The Big Q: Are You Considering Adding Concierge Services?

    The post The Big Q: Are You Considering Adding Concierge Services? appeared first on The Colony Group.
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    The Colony Group Frequently Asked Questions

    • When was The Colony Group founded?

      The Colony Group was founded in 1986.

    • Who are The Colony Group key executives?

      The Colony Group's key executives are Michael J. Nathanson, Gina K. Bradley and Justin Gilmartin.

    • How many employees does The Colony Group have?

      The Colony Group has 266 employees.

    • Who are The Colony Group competitors?

      Competitors of The Colony Group include Equitable, Merrill Lynch and Gojo.

    • Where is The Colony Group headquarters?

      The Colony Group headquarters is located at 201 Washington St, Boston.

    • Where are The Colony Group offices?

      The Colony Group has offices in Boston, Babylon, Bethesda, Boca Raton and in 11 other locations.

    • How many offices does The Colony Group have?

      The Colony Group has 15 offices.