The Colony Group Announces Four New Principals
BOSTON, April 27, 2021 /PRNewswire/ -- The Colony Group, an independent, national wealth and business management firm with approximately $13 billion in assets under management, is pleased to announce the promotion of four new principals: Jason Blackwell, CFA, CAIA®, Chief Investment Strategist; Sheila Ryan, Managing Director, Operations; Christopher Holton, CFP®, EA, Senior Wealth Advisor; and Brian Presti, CFA, Chartered SRI Counselor, Senior Portfolio Manager, Director of Portfolio Strategy.
"We are extremely proud that these outstanding, highly credentialed and experienced professionals are joining Colony's ownership group," said Michael Nathanson, Chairman and CEO of The Colony Group. "They embody our rich tradition of offering a clear path to meaningful equity sharing in Colony's management company, not just for a small group of senior professionals, but for all key employees who excel at what they do, make invaluable contributions, and perpetuate Colony's mission and vision."
These four join 68 other Colony Group principals with the expertise to serve the diverse needs of our clients including business owners, executives and entrepreneurs, athletes and entertainers, families with significant multigenerational wealth, professionals, and companies and institutions.
Jason Blackwell, CFA, CAIA®, Chief Investment Strategist: "In my role, I have the chance to live out our mission by helping to lead a team of investment professionals that have dedicated their careers to finding impelling investments that can improve returns and reduce risk. The best parts of my week are when I have the opportunity to work with our advisors and clients to incorporate those ideas into their portfolios."
Sheila Ryan, Managing Director, Operations: "The Colony Group is a growing and dynamic organization that challenges my team to build workable solutions to complex problems. It's inspiring to see how the company strives to provide exceptional service to its clients and an engaging work environment for its employees."
Chris Holton, CFP®, EA, Senior Wealth Advisor: "When asked what I do, I like to say that I protect my clients' time and empower their dreams. Their time with their loved ones and doing the things they enjoy is very important to me. So, I do my best to help ensure that their wealth is always aligned with their visions."
Brian Presti, CFA, Chartered SRI Counselor, Senior Portfolio Manager, Director of Portfolio Strategy: "Educating our clients is very important to me. I love distilling complex investment topics into a message that clients can appreciate and understand. I believe this empowers our clients and establishes trust and confidence.
About The Colony Group, LLC
The Colony Group, LLC ("Colony") is an independent, fee-only wealth and business management firm registered with the Securities and Exchange Commission ("SEC") with locations in California, Colorado, Connecticut, Florida, Maryland, Massachusetts, New Hampshire, New York and Virginia. Registration does not imply that the SEC has endorsed or approved the qualifications of Colony or its representatives. With origins dating back to 1986, Colony provides individuals and families, executives, business owners, entrepreneurs, athletes and entertainers, institutions and non-profit organizations with deep expertise that goes beyond investment management and can encompass tax, estate, retirement and philanthropic planning, asset allocation and sustainable investing solutions, family office services, business management services, divorce and dispute resolution services, and life-enrichment services through Curated by Colony™.
Media Contact: Lisa Poff
Email Address: [email protected]
SOURCE The Colony Group
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