[Past Event] Meet the Authors: Personal Financial Planning for Executives and Entrepreneurs
Effective financial planning for executives and entrepreneurs is complex, dense and impossible to reduce to a single, easy-to-understand formula. However, the latest book from The Colony Group, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind, might be as close as you can get. Whether you are an executive, an entrepreneur or someone who works with executives or entrepreneurs, you will find the book to be a valuable resource not just for financial planning but, as the title suggests, for finding true financial peace of mind.
Featuring: Jeffrey T. Craig, CFP®, EA, Senior Wealth Advisor for The Colony Group, Nadine Gordon Lee, CPA/PFS, CFP®, President of The Colony Family Office and Managing Director of the Metro NY Offices, and Michael J. Nathanson, JD, LLM, Chief Executive Officer and Chair of The Colony Group.
Before joining the firm, Jeff was a Financial Advisor for American Express Financial Advisors where he worked with clients to develop financial plans. Previously, he held NASD Series 7, 63, and 66 licenses. He was named a “Five Star Wealth Manager” by Boston Magazine in 2016 and 2017.*
Jeff earned a Master of Science in Sports Management from the University of Massachusetts at Amherst and a Bachelor of Arts in Economics and Mathematics from Colgate University. He is an active member of the Colgate University Alumni Corporation.
Emily Cegielski is an award-winning multimedia journalist and editor based in New York City, who is the Editorial Director at Worth Media.
Prior to joining the Worth team, she worked as a Senior Editor at the New York Observer, where she built out its Business, Tech and Innovation vertical—refining beats, recruiting expert contributors and leading a team of staff reporters and freelancers. Previously, she worked as Director of Digital Media at High Times, where she drove creation of cannabis-related stories; programmed content; managed social media; planned and executed marketing campaigns for High Times events; covered breaking news; edited content; and led a site redesign.
In the past, she has worked as a staff writer, photographer, designer, copy editor, fact-checker, section editor, managing editor and senior editor for a wide array of newspapers, magazines and websites.
Nadine Gordon Lee, CPA/PFS, CFP®President, Colony Family Office, Managing Director, Metro NY Offices
Nadine (Dina) Lee is the Managing Director of The Colony Group’s Metro NY Offices and President of the Colony Group Family Office. During her more than thirty years in wealth management, Dina has advised wealthy families, corporate executives and owners of closely held businesses. Her planning expertise combines investment management techniques with philanthropic, estate, and income tax strategies to optimize family wealth while controlling risk. Dina also has a particular expertise in serving women in transition; navigating divorce, the recent loss of a spouse, or the transition from career to retirement.
She is the past recipient of the New York State Society of CPA’s Outstanding CPA in Industry Award and was previously cited as one of Crain’s New York’s “40 under 40”. Previously, Dina was the President and Founder of Prosper Advisors, which merged with The Colony Group in 2013. She is a former Managing Director of U.S. Trust Company and a former Partner of Ernst & Young.
Dina is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind. As a speaker, her audiences have included the Wharton School, the UJA, the Investment Management Institute, the American Institute of CPA’s, the FPA, the NYSSCPA and the Estate Planning Council of NYC. Dina has been interviewed by the financial press, contributed articles to Worth magazine, and hosted a series on wealth management on CNN financial news.
Michael J. Nathanson, JD, LLMChief Executive Officer, Chair, The Colony Group
Michael Nathanson, Chair and Chief Executive Officer of The Colony Group, is a highly respected and experienced leader in the wealth management industry. He is relentlessly dedicated to bringing meaning and joy to the lives of Colony Group clients and team members by fostering a culture that values lifelong learning, cultivates innovation, and offers opportunities to live lives full of passion and purpose.
Michael’s passion is reflected in the recognition he has received, having been selected ten times by Barron’s magazine as one of the top 100 independent financial advisors in the nation and included in Worth magazine’s list of the country’s top 250 wealth advisors.