We are pleased to announce that The Colony Group’s Chris Johnson, MBA, Senior Wealth Advisor, has been selected and ranked in Forbes “Best-In-State Next-Gen Wealth Advisor” list for 2023....
We are proud to announce that The Colony Group was once again recognized in FA Magazine’s 2023 RIA Ranking. This year, the firm placed #24 out of 521 firms...
The Colony Group is excited to announce that Jaimie Sousa, CFP®, Senior Wealth Advisor, has again been recognized by The Laconia Daily Sun in the Best of Lakes Region...
The Colony Group’s Jack Clark, MBA, CFA, CFP®, Senior Wealth Advisor, Christopher Johnson, MBA, Senior Wealth Advisor, Matthew Rapoport, CFP®, MST, Senior Wealth Advisor, Erin Sullivan, CFP® Senior Wealth...
We’re honored to share that The Colony Group has again been recognized by Comparably in their Q2 2023 Best Places to Work Awards. This quarter, we were recognized as...
WealthManagement.com recently announced the finalists for its 2023 Industry Awards, the “Wealthies”, to honor outstanding achievements by companies, organizations, and individuals that support financial advisor success. A record-breaking number...
As seen in Chief Executive. Organizational leaders must be more vigilant than ever in fostering a balanced environment that is receptive to all respectful perspectives. The consequences of failing...
We are excited to announce that four of our wealth advisors are recognized on the 2023 Forbes Best-in-State Wealth Advisors list, developed by SHOOK Research. The advisors acknowledged from...
As seen in Chief Executive. As organizational leaders increasingly embrace happiness in the workplace as a precondition for attracting and retaining top talent, they must also confront an important...
The Colony Group’s CEO and Chair, Michael Nathanson writes about ESG and socially responsible investing in the article “How to Implement Sustainable Practices at Your Firm–and Avoid Backlash”. Read...
We are proud of our teams in New York, Massachusetts, Maryland, Virginia, Florida, Colorado, California, and New Hampshire for taking steps together to support our colleague, Lisa Poff, and Pancreatic Cancer...
“Culture is defined by action. What the leaders and individuals within a company do, how they respond and act for the benefit of one person, as well as many,...