The Colony Group Announces Colony Women and Wealth Connect, Led By Veteran Financial Counselors Nadine Lee and Elisabeth Talbot
- Launch Event in Boston Draws Area Professionals and Clients
BOSTON, June 17, 2015 /PRNewswire/ -- The Colony Group, LLC announced the official launch of its community for female clients and professionals, Colony Women and Wealth Connect. The launch event in Boston, Thoughtful Giving Journeys, drew many talented women who engaged in a lively discussion about their past and future philanthropic efforts.
"For many years our financial counseling teams have spent considerable time building up the financial education and confidence of our female clients as we work together to manage their wealth. We are true believers in the power of community and felt it was the right time to bring together clients and fellow professionals to share in these conversations as a group," said Nadine Lee, Managing Director and President, Colony Family Office.
The initial event was moderated by Elisabeth Talbot, Managing Director and Senior Financial Counselor of The Colony Group, and included three panelists. Attendees surveyed indicated they are looking forward to attending future forums on topics including multigenerational wealth planning, long-term care concerns, life transitions, as well as social and cultural events.
The Colony Group supports advocacy efforts across the industry as well. Vice Chair Robert Glovsky has been a long-term advocate for women and minorities in the financial planning profession, currently serving on the CFP Board's Women's Initiative (WIN) with a goal to attract more women to the profession. "For years we have recruited female counselors to our team and have admired their ability to really connect with clients. The Colony Group is proud that nearly 30% of our partners are women, and we look forward to continuing to support them and attract more talented women to our industry."
About The Colony Group, LLC
The Colony Group is an independent, fee-only, financial advisory 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.
CONTACT: Rachel Cambio, 1-617-723-8200
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SOURCE The Colony Group
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