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
Director of Administration and Finance and Executive Assistant
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 2015.
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.
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