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
Rachel Zibrak, MBA
Senior Wealth Advisor, Portfolio Manager
CLIENT FOCUS
Executives
Professionals
Retirees
FOCUS AREA
Manager Diligence
Private Strategies
Asset Allocation
Portfolio Management
Investment Strategies
Sustainable Investing Solutions
Multi-Generational Planning
Rachel is a Senior Wealth Advisor and Portfolio Manager at The Colony Group. She is responsible for providing clients with investment management and financial planning services. Rachel conducts research on both public and private market strategies and communicates the firm’s investment offerings to advisors and clients. She participates in the development of the firm’s asset allocation policy and contributes to portfolio construction.
Rachel served as Director of Research and Senior Financial Planner at Derby and Company, Inc. prior to their merger with The Colony Group in 2021. Previously, Rachel spent five years as a Senior Research Analyst at RINET. She also held Senior Research Analyst positions at New England Private Wealth Advisors and Kobren Insight Management. Rachel started her career at Fidelity Investments.
Rachel earned her Master of Business Administration from Boston College and her Bachelor of Science in Finance from Lehigh University.
Rachel currently resides in Sharon with her husband and three children. She enjoys spending time with her family as well as running, traveling, and coaching youth sports.
Published Insights
Topical Viewpoints
Opportunities Available Through Private Credit
March 13, 2023
Private credit is essentially a loan to a private company, whereas public debt is when a public company issues bonds to the public market and those bonds are traded regularly on one of the major exchanges. The terms “private credit” and “direct lending” are often used interchangeably. However, direct...
Investment & Market Analysis
July 2022 Market Update- Webinar Recording
July 21, 2022
The first half of 2022 proved to be the worst start for stocks since 1970. What might lie in store for the second half? Join our investment team for a discussion on the current environment and outlook across asset classes. Questions we’ll endeavor to answer: 1. When might inflation...