February 23, 2017 11:46 PM ET

Capital Markets

Company Overview of The Colony Group, LLC

Company Overview

The Colony Group, LLC is an employee owned investment manager. The firm also provides wealth management, family office, and corporate services to its clients. It primarily provides its services to high net worth individuals and individuals. The firm also caters to pension and profit sharing plans, pooled investment vehicles, charitable organizations, foundations, endowments, and corporations. It manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity and fixed income markets across the globe. It also invests in the alternative investments, exchange traded funds, and mutual funds to create it portfolios. The firm invests in the growth stocks o...

2 Atlantic Avenue

Boston, MA 02110

United States

Founded in 1986





Key Executives for The Colony Group, LLC

President, Chief Executive Officer, Principal, and Chairman
Founder, Chairman Emeritus, and Retired Principal
Chief Financial Officer and Principal
Principal , Chief Operating Officer and General Counsel
Chief Investment Officer, Partner, Analyst, Member of Investment Management Committee, and Member of Executive Committee
Compensation as of Fiscal Year 2016.

The Colony Group, LLC Key Developments

The Colony Group, LLC Announces Executive Promotions

The Colony Group, LLC announced the promotion of Terri Feeney, CPA, Jennifer Geoghegan, MBA, Michael Haber, JD, CFP, and Matthew Ilteris, CFP, to Principals. With the addition of these four individuals, the company's senior leadership team now includes 32 Principals, of which over 30% are women, highlighting its commitment to growth and professional excellence. In tandem to the addition of four new principals, the firm also promoted several members of its Wealth Management team. Lori Deane, Shaun Thompson, and Bill Weydemeyer were all promoted to Senior Financial Counselors, Jack Clark was promoted to Financial Counselor, and Connor Sullivan was promoted to Senior Associate Financial Counselor.

Kevin Dolan Joins The Colony Group, LLC as Vice President

Kevin Dolan has joined The Colony Group, LLC as a Vice President of the company, based in its Naples, Florida office. With over 20 years of industry experience, Mr. Dolan is tasked with heading The Colony Group's growth efforts and expanding the firm's footprint on both the west and east coasts of Florida. Prior to joining Colony, Kevin served as Principal and Managing Director at a Florida-based investment advisor and subsequently founded Dolan Family Enterprises. Kevin also spent 11 years at Fidelity Investments as a Regional Consultant and was previously a part of the counseling teams at Merrill Lynch, Dreyfus Service Corporation, and Investors Diversified Services.

The Colony Group, LLC Appoints Jennifer Geoghegan as Chief Marketing Officer and Advisor Coach

The Colony Group, LLC announced that Jennifer Geoghegan has joined the company as the firm's first Chief Marketing Officer and Advisor Coach. Ms. Geoghegan is tasked with turbo-charging The Colony Group's growth efforts across its offices in Massachusetts, New York, Virginia, and Florida. Prior to joining the company, Jennifer spent over seven years as the VP of Marketing and Advisor Coach at Focus Financial Partners, LLC, which Colony joined in October, 2011. Ms. Geoghegan will be based in Colony's New York City office and report to Stephen Stelljes, recently named Colony's President of Client Services.

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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