BOSTON, Feb. 23, 2016 /PRNewswire/ -- Nineteen financial counselors at The Colony Group have been named in the 2016 list of "Five Star Wealth Managers," compiled by Five Star Professional and published in the February issue of Boston Magazine. Jeff Craig, Patrick Donnelly, Denise Duffy, Cary Geller, Matthew Ilteris, John Keller, Nadine Lee, Jay Lupica, Rick Macdonald, Roderick Macdonald, Scott McDonald, Erin Manganello, Peter Mitrano, Stephen Sadler, Ted Schiela, Stephen Stelljes, Elisabeth Talbot, Janet Tighe, and Cheryl Wilkinson were all recognized for their expertise and service excellence in the industry.
"We believe that our collective expertise, coupled with our resolve to attract, develop, engage, and retain the best people in our industry, are key differentiators in a crowded marketplace. The recognition of nineteen of our counselors by the Five Star Program reflects our depth of talent and continued dedication to our clients," said Michael Nathanson, President and Chief Executive Officer.
Five Star Professional conducted extensive 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 more than 15,000 wealth managers, CPAs, and estate planning attorneys in the Boston area, 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 also were factored into the nomination process. From these select nominees, a panel chose the ultimate recipients, which make up less than 7% of wealth managers in the Boston area.
About The Colony Group, LLC
The Colony Group is an independent, fee-only, financial advisory firm with approximately $5 billion in assets under management and over 85 employees in offices in Massachusetts, New York, Virginia, and Florida. 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
SOURCE The Colony Group