NAPLES, Fla., Jan. 7, 2016 /PRNewswire/ -- Kevin Dolan has joined The Colony Group, LLC as a Vice President of the company, based in its Naples, Florida office. With over 20 years of industry experience, Mr. Dolan is tasked with heading The Colony Group's growth efforts and expanding the firm's footprint on both the west and east coasts of Florida. The Colony Group has been serving clients in the state for 25 years, and this announcement comes as the firm celebrates the ten-year anniversary of opening its Naples office.
"We are proud to mark our twenty-five years of serving Florida clients with an expansion of our local presence. Kevin Dolan, who has deep roots in the local community, will share the Colony story with others who can benefit from our personal wealth management and institutional consulting services," said Michael Nathanson, Colony's Chairman & CEO.
Prior to joining Colony, Kevin served as Principal and Managing Director at a Florida-based investment advisor and subsequently founded Dolan Family Enterprises, a consulting firm serving investment advisors. Kevin also spent 11 years at Fidelity Investments as a Regional Consultant and was previously a part of the counseling teams at Merrill Lynch, Dreyfus Service Corporation, and Investors Diversified Services. He has both an MBA and a Bachelor of Science from the New York Institute of Technology and holds several industry designations.
"I admire The Colony Group's talented wealth management and institutional consulting teams and look forward to introducing their services to more high-net-worth individuals, families, and institutions," shared Mr. Dolan. "Our advisors have been recognized repeatedly in the industry, and my goal is to help identify more opportunities where we can connect our teams with local individuals and organizations that can benefit from our services."
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 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.
CONTACT: Rachel Cambio, 1-617-723-8200
SOURCE The Colony Group