Founded in 1986, The Colony Group is an independent financial advisory firm that seeks to provide peace of mind to clients. Its team of trusted experts delivers objective financial advice, striving to provide clients with the highest level of personalized service. The Colony Group works with high net worth individuals and families, corporate executives, athletes, professionals, entrepreneurs and institutions, providing deep expertise that goes beyond investment management. The firm’s clients have access to a full suite of investment-management, institutional-consulting and financial- counseling services, including tax, estate, retirement and philanthropic planning, asset allocation and cash and risk management.
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Indrika Arnold
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Ian D. Barclay
CPA, PFS, Managing Director, Rocky Mountain Region & Co-President, Colony Sports and Entertainment, The Colony Group
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Jason Blackwell
CFA®, CAIA, Chief Investment Strategist, The Colony Group
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Lori B. Deane
JD, Senior Wealth Advisor, The Colony Group
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Dawn Doebler
Principal, Senior Wealth Advisor, MBA, CPA, CFP®, CDFA®, The Colony Group
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Cary Geller
MBA, CPA/PFS, CFP®, AEP®, Managing Director & Senior Wealth Advisor, The Colony Group
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Max Haspel
Principal, Managing Director and Senior Wealth Advisor, The Colony Group
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Matthew C. Ilteris
CFP®, EA®, Vice President, Senior Wealth Advisor, The Colony Group
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Craig S. Jones
JD, MBA, CPWA®, Managing Director, Rocky Mountain Region & Co-President, Colony Sports and Entertainment, The Colony Group
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Jeremy K. Kuhlen
CFP®, CRPS®, AIF®, Vice President & Senior Wealth Advisor, The Colony Group
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Nadine Gordon Lee
CPA, CFP®, PFS, Managing Director—Metro NY Offices, President, Colony Family Office, The Colony Group
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Susan Miller
Managing Director, Senior Wealth Advisor, CPA, PFS, CFP®, DCFA®, The Colony Group
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Nina Mitchell
Senior Wealth Advisor & Co-President, Colony Sports & Entertainment, The Colony Group
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Michael J. Nathanson
JD, LLM, Chairman, Chief Executive Officer, The Colony Group
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Shellie Kurek Peters
CFP®, ChFC®, Senior Wealth Advisor, The Colony Group
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Brian Presti
CFA®, CSRIC™, Director of Portfolio Strategy, The Colony Group
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Marshall Rowe
President, Business Owner Services & Managing Director, Northern New England, The Colony Group
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Ron Rubin
President, Vice Chairman, Chief Culture Officer, The Colony Group
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Stephen Stelljes
JD, CFP®, President of Client Services, The Colony Group
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Elisabeth Talbot
CPA, CFA®, Managing Director, Senior Wealth Advisor, The Colony Group
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Nan Vlad
JD, Senior Vice President & Senior Wealth Advisor, The Colony Group
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John F. Weeks
Managing Director, Family Wealth & Business Transition Planning
The Exit Plan: Avoid These Mistakes to Maximize Success
Exit planning is crucial. Here are the top myths about this misunderstood arena—and how to avoid falling into their traps.
Embracing the Complete ‘Why’ of Philanthropy for Maximum Impact
Philanthropy fosters family bonds, ensures business longevity, and provides a deeper sense of purpose beyond mere altruism.
How can I ensure that I have responsibly prepared for the most difficult of transitions?
Just a short while ago, I learned of two women in our local community who’d lost their spouses to sudden death. Their grief was only magnified by anxiety, as these widows found themselves overwhelmed, managing a multitude of tasks and decisions and worrying about how day-to-day life was going to be completely different. Every one […]
How can factor-based investing better position a portfolio for success?
Traditional asset allocation theory calls for constructing portfolios comprised of multiple asset classes, such as fixed-income, equities, alternative investments and real assets. Ideally, the allocation among these asset classes reflects an investor’s objectives, constraints and tolerance for risk, while also offering opportunities to generate performance and mitigate risk in a variety of market environments. In this sense, asset allocation has always been a complex exercise […]
