The Colony Group Names Four New Principals
- Firm Celebrates 30 Years of Meaningful Journeys with Clients
- Firm Celebrates 30 Years of Meaningful Journeys with Clients
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.
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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