The Colony Group

  • Financial Services
  • Boston MA
  • 363 employees
  • Financial Services
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Company Overview

Headquarters
201 Washington St, 11 Floor, Boston MA
Website
thecolonygroup.com
Email
jg****@thecolonygroup.com
Phone
(303) 592-4282
Employees
363
Founded in
1986
Industry
Financial Services
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Financials & Stats

Revenue

$100B

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Who is The Colony Group

The Colony Group is a financial advisory firm located in Boston, Massachusetts. The firm employs 363 people and generates $100 million in annual revenue. The Colony Group provides a comprehensive range of wealth management services to a diverse clientele. Their services are tailored to successful individuals, families, corporate executives, entrepreneurs, business owners, athletes, entertainers, institutions, businesses, and non-profit organizations nationwide. The firm's offerings encompass asset allocation, tax and estate planning, retirement planning, risk management, philanthropic and education planning, business management, business-transition planning, and life-enrichment solutions. The Colony Group distinguishes itself as a fiduciary wealth advisory firm, prioritizing objective advice and acting in the best interests of its clients. Their team-based approach integrates financial planners, analysts, accountants, attorneys, and business professionals to develop and implement customized solutions for each client's unique financial needs. To learn more about The Colony Group and their services, please visit their website at thecolonygroup.com.

Company Leadership

James Fitts

Manging Director, Business Owner Services

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Paul Glass

Vice Chairman at The Colony Group

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Andrew Vogelstein

President, Institutional Advisory Practice

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Sean Kelly

Partner - Tax Services

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Andreea Slusarciuc

Vice President Marketing

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The Colony Group Industry Tags

Wealth Management
Investment Management
Financial Counseling
Corporate-Sponsored Financial Counseling
Retirement Planning
Tax Planning
Estate Planning
Risk Management
Philanthropic Planning
Cash-Flow Planning
Education Planning
Family Office
Business Management
Life Enhancement Services
Institutional
Financial Services
Financial Advisory Services
Investment Banking Asset Management
Finance
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Companies Similar to The Colony Group

Analyze industry trends and opportunities by examining competitors and companies comparable to The Colony Group, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
100M 193 West Palm Beach, FL 1993
100M 548 Uniondale, NY 1929
100M 386 Naperville, IL 1977
100M 50 Mount Laurel, NJ 1997
100M 257 Harrison, NY
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FAQ

What is the location of The Colony Group's headquarters?
The headquarters of The Colony Group are situated at 201 Washington St, 11 Floor, Boston MA
What is The Colony Group's phone number?
The Colony Group's contact number is (303) 592-4282.
What is The Colony Group's official website?
The official website of The Colony Group can be found at thecolonygroup.com.
What is The Colony Group's current revenue?
As of June 2024, The Colony Group's annual revenue reached $100B.
How many employees does The Colony Group currently have?
The Colony Group employs approximately 363+ people as of June 2024
Which industries is The Colony Group primarily operating in?
The Colony Group operates in the following industries: Finance, Credit
Who is the Manging Director, Business Owner Services of The Colony Group?
The Colony Group's Manging Director, Business Owner Services is James Fitts
What are The Colony Group's industry tags?
The Colony Group's industry tags include: Wealth Management, Investment Management, Financial Counseling
When was The Colony Group founded?
The Colony Group was founded in 1986.

Employee Directory

Key Employees

Michael Nathanson

Chair and CEO

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Ashley Ayala

IT Project Manager

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Stephen Stelljes

President of Client Services

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Jason Blackwell

Principal & Chief Investment Strategist

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Paul Shapero

Senior VP, Business Management

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Zinovy Iosovich

President & Chief Services Officer

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Ryan Smith

System Administrator

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Krystina Bright

Marketing Project Manager

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