BOSTON, Feb. 20, 2017 /PRNewswire/ -- Twenty-one financial counselors at The Colony Group have been named in the 2017 list of "Five Star Wealth Managers," compiled by Five Star Professional. Jeff Craig, CFP®; Patrick Donnelly, CFP®; Denise Duffy, JD; Clay Eubank, CIMA®, CPWA; Cary Geller, CPA/PFS, CFP®, AEP®; Matthew Ilteris, CFP®, EA®; John Keller, PhD; Nadine Lee, CPA/PFS, CFP®; Jay Lupica, JD; Rick Macdonald, CFA, CFP®; Roderick Macdonald, JD, CFP®; Erin Manganello, CFP®; Scott McDonald, MSFP, CFP®; Peter Mitrano, CFA, CFP®; Stephen Sadler, JD, LLM; Joseph Salvati, CFP®; Ted Schiela, CLU®; Stephen Stelljes, JD, CFP®; Elisabeth Talbot, CFA, CPA; Janet Tighe, CFP®; and Cheryl Wilkinson, CFP® were all recognized for their expertise and service excellence in the industry.
"We are proud to have so many of our counselors recognized among the list of Five Star Wealth Managers, reflecting our continued pursuit of excellence on behalf of our clients," said Michael Nathanson, President and Chief Executive Officer. "We strive to attract, develop, engage, and retain the absolute best people in our industry. We owe that to the many clients who rely on us to help them achieve their goals," he added.
Five Star Professional conducted research to find wealth managers, CPAs, and estate planning attorneys that have a proven record of excellence in client service. The list of Five Star Wealth Managers was compiled from wealth managers, CPAs, and estate planning attorneys in various regions throughout the country, with nominees selected on 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Five Star Professional also contacted potential consumers of wealth management services to uncover positive and negative experiences, which were factored into the nomination process. From these nominees, a panel chose the ultimate recipients.
About The Colony Group, LLC
The Colony Group is an independent, fee-only financial advisory firm with approximately $5.5 billion in assets under management and approximately 100 employees in offices in Massachusetts, New York, Virginia, Florida, and Colorado. Founded in 1986, The Colony Group provides high-net-worth individuals and families, corporate executives, professionals, and institutions with deep expertise that goes beyond investment management and can encompass the full suite of financial counseling services, including tax, estate, retirement, and philanthropic planning, asset allocation, and cash and risk management. For more information, please visit www.thecolonygroup.com.
CONTACT: Rachel Cambio, 1-617-723-8200
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/21-counselors-at-the-colony-group-recognized-as-five-star-wealth-managers-300408212.html
SOURCE The Colony Group