[Past Event] Meet the Authors: Personal Financial Planning for Executives and Entrepreneurs

Jeffrey T. Craig, CFP®, EA Senior Wealth Advisor, The Colony Group Jeff is a Senior Wealth Advisor and a Principal of The Colony Group. He counsels clients in all areas of financial planning and executive benefits and specializes in tax planning and return preparation. Jeff is a CERTIFIED FINANCIAL PLANNERTM professional and an Enrolled Agent authorized to represent taxpayers before the Internal Revenue Service. He is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind. 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 Editorial Director, Worth Media Emily Cegielski is an award-winning multimedia journalist and editor based in New York City, currently serving as 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, LLM Chief 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 is the host of Seeking The Extraordinary™ podcast which is on a mission to identify, understand, and explore the undiscovered world of the extraordinary. He is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind, and has frequently been interviewed and published on a wide variety of financial, tax, and legal topics by many national and local news outlets. 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.