The Colony Group Names Four New Principals

- Firm Celebrates 30 Years of Meaningful Journeys with Clients

02 Feb, 2016, 09:15 ET from The Colony Group, LLC

BOSTON, Feb. 2, 2016 /PRNewswire/ -- The Colony Group, LLC, a financial advisory company with approximately $5 billion in assets under management, 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.  This news is announced as the firm enters its 30th year of serving clients.

"Our growth fuels continued enhancements to our wealth management and investment management offerings, and it also aids in our continual efforts to attract, develop, engage, and retain the very best talent.  As we approach the 30th anniversary of our founding, the depth and breadth of our team remain our greatest strengths, and our four new principals are a reflection of that strength," said Michael Nathanson, Chairman and CEO of The Colony Group.

  • Terri Feeney is the Chief Financial Officer of The Colony Group and has an extensive background in sophisticated accounting and tax matters.  She is a Certified Public Accountant and a member of the Massachusetts Society of Certified Public Accountants.  Terri earned her Bachelor of Science degree in Accounting from the University of Connecticut.
  • Jennifer Geoghegan is the Chief Marketing Officer and Advisor Coach of The Colony Group, helping connect new clients with counseling teams.  Jennifer joined The Colony Group nearly one year ago with over 15 years of experience in financial services, including nearly a decade at American Express.  Prior to joining Colony, Jennifer spent over seven years at Focus Financial Partners, LLC, a leading partnership of independent wealth management firms, which Colony joined in October 2011. She earned her BA from the University of Virginia and received her MBA in Marketing and International Business from the New York University Stern School of Business.
  • Michael Haber is a Senior Financial Counselor in Colony Wealth Management, the firm's financial counseling division.  Prior to joining Colony, Michael was a practicing attorney at several global law firms in New York City.  Now based out of Colony's New York offices, he leverages his expertise counseling busy executives and business owners and serves as the senior counselor on several of Colony's corporate executive client relationships.  Michael is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a graduate of Emory University and received his JD from the Benjamin N. Cardozo School of Law. 
  • Matthew Ilteris is a Senior Financial Counselor in Colony Wealth Management, based out of the firm's Boston office.  He started his career at The Colony Group as an Associate Financial Counselor over a decade ago and has since grown to become an integral part of the Wealth Management team, possessing expertise in serving both private high-net-worth clients and executives in the corporate counseling program.  Matthew earned his BS in Corporate Finance with a minor in Business Leadership from Virginia Tech and is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Enrolled Agent before the Internal Revenue Service.  

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.

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, (617) 723-8200

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SOURCE The Colony Group, LLC



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