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, US
    Websitethecolonygroup.com
    Employee Ratings3.1

    Latest Updates

    Employees (est.) (Nov 2020)245
    Cybersecurity ratingBMore

    Key People/Management at The Colony Group

    Michael J. Nathanson

    Michael J. Nathanson

    Chairman & Chief Executive Officer
    Kelly Anastasi

    Kelly Anastasi

    Director of Financial Management Services
    Gina K. Bradley

    Gina K. Bradley

    Chief Operating Officer & General Counsel
    Ian Barclay

    Ian Barclay

    Managing Director, Rocky Mountain Region
    Fred Baird

    Fred Baird

    Managing Director & Senior Wealth Advisor
    Jason Blackwell

    Jason Blackwell

    Chief Investment Strategist
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    The Colony Group Office Locations

    The Colony Group has offices in Boston, Armonk, Babylon, Bethesda and in 11 other locations
    Boston, US (HQ)
    2 Atlantic Ave
    Armonk, US
    20 Bedford Rd
    Babylon, US
    133 E Main St #2D
    Bethesda, US
    7475 Wisconsin Ave #600
    Boca Raton, US
    Tower II, 5100 Town Center Cir #150
    Boston, US
    201 Washington St
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    The Colony Group Financials and Metrics

    Summary Metrics

    Founding Date

    1986

    The Colony Group Cybersecurity Score

    Cybersecurity ratingPremium dataset

    B

    88/100

    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

    Jobless claims increase as 742,000 Americans file for first-time unemployment

    The post Jobless claims increase as 742,000 Americans file for first-time unemployment appeared first on The Colony Group.

    How to Live and Lead on Purpose Through Conscious Leadership – Webinar Recording

    With our familiar work and life routines disrupted by the pandemic, many people are taking this time to reexamine and reboot their lives and careers. In our latest Live Well & Thrive in 2020 webinar, we introduced Conscious Leadership, a practice designed to help leaders create an environment wh…

    Where to invest $100,000

    As Appeared in Bloomberg by Suzanne Woolley In the wake of a tumultuous U.S. presidential election, and with the Covid-19 pandemic upending almost every aspect of our lives, sitting in a cocoon of cash is tempting. But interest rates around the world are at or near record lows, meaning your money is…

    A Little Secret to Being Happier at Work

    As Appeared in Thrive Global On average, I work about 56 hours per week.  Coincidentally, I also sleep (or try to sleep) about 56 hours each week, leaving me another 56 hours to spend time with family and friends, eat, exercise, and possibly even find some time to read a book or watch a movie. The p…

    Variety’s Business Managers Elite 2020

    The post Variety’s Business Managers Elite 2020 appeared first on The Colony Group.

    Election Market Update

    Election watchers have experienced a range of emotions over the last few days, as votes have trickled in from key battleground states. As of this writing, we do not yet have a definitive outcome, except that, while still possible, neither party is guaranteed to control both Congress and the White Ho…
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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, Kelly Anastasi and Gina K. Bradley.

    • How many employees does The Colony Group have?

      The Colony Group has 245 employees.

    • Who are The Colony Group competitors?

      Competitors of The Colony Group include Novi Money, Rally Assets and Manning & Napier.

    • Where is The Colony Group headquarters?

      The Colony Group headquarters is located at 2 Atlantic Ave, Boston.

    • Where are The Colony Group offices?

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

    • How many offices does The Colony Group have?

      The Colony Group has 16 offices.