advisors

Elizabeth Talbot CPA, CFA®, Managing Director, Senior Wealth Advisor The Colony Group

Liz is a Managing Director, Senior Wealth Advisor, and a Principal of The Colony Group.  She has been with the firm since 1991 and serves as a lead in managing some of the firm’s key client relationships.  She has extensive experience in financial planning for high net worth individuals and families, a wealth of knowledge on tax, estate and retirement planning, and deep expertise in the areas of investment management and asset allocation.   She holds the Chartered Financial Analyst designation and is a Certified Public Accountant.

Before joining the firm, Liz worked for the international accounting firm of Ernst & Young, LLP. She also is a former adjunct faculty member of Suffolk University, where she taught accounting, finance, and taxation in the undergraduate and MBA programs.   Liz is a member of the CFA Institute and the Boston Security Analysts Society. She earned a Bachelor of Science from Boston College and Master of Science in Taxation from Bentley College.

Liz is the former President and Treasurer of the Board of Directors of Rosie’s Place, a Boston area non-profit organization.

 

At a Glance

  • 2 Atlantic Avenue, Boston, MA 02110

  • Financial Services Experience

    35 years

  • Assets Under Management $7.5 billion (as of 1/1/2018)
  • Minimum Fee for Service None
  • Professional Services Provided

    Financial-Planning, investment-advisory, money-management, institutional-consulting and family office services

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