Company Overview of The Colony Group, LLC
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
Founded in 1986
Key Executives for The Colony Group, LLC
President, Chief Executive Officer, Principal, and Chairman
Founder, Chairman Emeritus, and Retired Principal
Principal , Chief Operating Officer and General Counsel
Partner, Chief Compliance Officer, and Managing Director of Operations
Chief Marketing Officer and Advisor Coach
Compensation as of Fiscal Year 2014.
The Colony Group, LLC Key Developments
The Colony Group, LLC Appoints Jennifer Geoghegan as Chief Marketing Officer and Advisor Coach
Mar 9 15
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.
The Colony Group, LLC Announces Executive Appointments
Sep 30 13
The Colony Group, LLC announced its plans for further expansion in Florida. The expansion includes the appointment of Joseph Salvati, a long-time veteran of the company and a resident of Naples, Florida, as Senior Vice President in charge of The Colony Group's Florida offices. The company also has hired Jack Clark, a lifelong Florida resident, to work with Mr. Salvati in its Naples office. Mr. Salvati has provided comprehensive wealth management services to high-net-worth clients for over ten years. He will oversee The Colony Group's growing business in Florida primarily out of its offices in Naples and West Palm Beach.
The Colony Group, LLC Presents at The 5th Annual FundForum USA, Oct-28-2013 10:00 AM
Sep 20 13
The Colony Group, LLC Presents at The 5th Annual FundForum USA, Oct-28-2013 10:00 AM. Venue: Mandarin Oriental, 776 Boylston Street, Boston, MA 02199, United States. Speakers: Bob Glovsky, Vice Chair, Principal.
Similar Private Companies By Industry
Recent Private Companies Transactions