Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Focus Areas
Equity Research
Portfolio Management
Community
Babson College, Advisory Board; Saint John’s Preparatory School, Alumni Advisory Board; Babson College, Coaching for Leadership & Teamwork Program
As a Senior Portfolio Manager and Principal at The Colony Group, Edward is primarily responsible for leading the team that runs our proprietary Small Cap, International Developed and Emerging Market strategies.
Before joining The Colony Group, Edward was an Assistant Vice President at Eaton Vance Management. While at Eaton Vance, he conducted fundamental research on European and Japanese equities across all sectors with a focus on financials and technology. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society Boston where he serves as a member of the Global Equity Subcommittee.
Edward earned a Bachelor of Science from Babson College and both a Master of Business Administration and a Master of Science in Finance from the Carroll School of Management at Boston College.
Published Insights
In The News
What Is an Initial Public Offering (IPO)?
July 26, 2023
The Colony Group's Ed Ciancarelli, Senior Portfolio Manager, spoke with Kiplinger to discuss IPOs.
Investment & Market Analysis
The Equity Bull Market is not Running on Empty
April 11, 2017
Despite its age, the bull market for equities looks well-positioned to continue, putting it as the second longest in American history. Corporate profits have emerged from a so-called “earnings...
Investment & Market Analysis
3 Tips for Investors on Understanding Reported Earnings
August 3, 2016
As earnings season is underway for the second quarter of 2016, companies will report to investors how much they earned in the just closed quarter. Sometimes the most important information...
Wealth Management
Five Tips for Evaluating a Management Team before Investing
February 24, 2016
Examining the strengths of a management team is essential when evaluating your next investment idea. This important step in the research process is often overlooked or not given the...