Jennifer Geoghegan Named The Colony Group's Chief Marketing Officer & Advisor Coach

BOSTON and NEW YORK, March 9, 2015 /PRNewswire/ -- Jennifer Geoghegan has joined The Colony Group, LLC 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.  This announcement comes on the heels of The Colony Group announcing its merger with CapGroup Advisors, based in Richmond, VA, bringing the firm to over $5 billion in assets under management.

"We are delighted to have someone of Jennifer's caliber in this newly formed role as we continue our smart growth strategy and open additional offices," said Michael Nathanson, Colony's Chairman & CEO.  "We have an ambitious vision to compete head to head with the most widely known firms in the industry, and bringing Jennifer on board will bring us another step closer to achieving that vision."

Prior to joining Colony, Jennifer spent over seven years as the VP of Marketing and Advisor Coach at Focus Financial Partners, LLC, the leading partnership of independent wealth management firms, which Colony joined in October, 2011.  While at Focus, Jennifer worked closely with its Partner firms, including Colony, on growth strategies, coached teams of advisors as they transitioned to newly formed firms through the Focus Connections program, and launched Focus Coaching University, a group coaching program for wealth management advisors.  Jennifer spent nine years at American Express and has an MBA in marketing and international business from the NYU Stern School of Business, a BA from the University of Virginia, and an Executive Coaching Certification from Columbia University.

"I believe that The Colony Group has extremely talented financial counseling teams and look forward to working with them so they can share their expertise with more high-net-worth individuals, families, and institutions," shared Ms. Geoghegan.  "Colony has been recognized time and again in the industry, and my aim is to tell the compelling Colony story to existing and prospective clients, particularly in our sweet spots, including corporate executives and sophisticated women."

Rajini Kodialam, Co-Founder and Managing Director of Focus Financial Partners, who worked with Ms. Geoghegan for over 15 years at Focus and American Express, advocates, "We truly believe that Focus and our Partner Firms share the deepest expertise and talent in the industry.  It will be very powerful to watch Jennifer drive growth together with the Colony team and share those successes with others across the partnership."

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.

About The Colony Group, LLC

The Colony Group is an independent, fee-only, wealth management firm with over $5 billion in assets under management and over 80 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 encompasses 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.

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CONTACT: Rachel Cambio, 1-617-723-8200

SOURCE The Colony Group