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 AREA
Institutional Advisory Services
CLIENT SPECIALITY
Non-Profits
Family Enterprise
Cassidy is a Research Associate on the Institutional Advisory Practice team in New York, serving non-profits and high-net-worth families. She conducts due diligence on prospective and existing external investment managers for clients’ portfolios with a focus on diversifying strategies, real assets, and equity alternatives investments. Cassidy assists in sourcing and engagement with Diversity, Equity, and Inclusion (DEI) related managers and opportunities, and supports the firm’s Environmental, Social, and Governance (ESG) investments. She is also a member of the Her Wealth Committee.
Prior to joining The Colony Group, Cassidy was an Investment Analyst at the University of Virginia Investment Management Company (UVIMCO). She worked as a generalist, covering manager due diligence across asset classes.
Cassidy attended the University of Virginia and earned a Bachelor of Arts in Economics.
Outside of the office, Cassidy enjoys exploring New York City with her husband, fitness, ice skating, and reading.
Published Insights
Topical Viewpoints
Q1 2024 Market Outlook Webinar Recording – Touching Down: Navigating 2024
January 26, 2024
After 18 months of waiting for a recession, investors entered 2024 with optimism that the Fed just might have executed the elusive “soft landing.” Our investment leadership team provides...
Topical Viewpoints
DEI Considerations for Institutions – Audio Recording, Craig Jones, Cassidy Orr
December 19, 2023
Are you part of an institution looking to learn more about incorporating diversity, equity, and inclusion (DEI) objectives into investments? Is the organization seeking alignment between its investments and...
Planning For Retirement
Tips for Young Adults on Saving for Retirement Early
November 13, 2023
Smart strategies for teens and young professionals on saving for retirement early to position yourself for financial independence later in life. The importance of starting early For students earning...
Institutional
Being Deliberate in Developing DEI Manager Sourcing Channels
October 27, 2023
What does the process of including diverse managers in an investment portfolio entail? Cassidy Orr: Clients overseeing pools of capital have a responsibility to support the mission of the...
Curated Education - Learning
Tips for Students on Avoiding Student Loans and Credit Card Debt
August 15, 2023
Savvy strategies for high school and college students to avoid student and credit card debt and position yourself for financial independence post-graduation and beyond. Tips for Students on Avoiding...
Institutional
Incorporating Diversity, Equity & Inclusion in an Investment Policy
March 25, 2023
Why should you consider including diversity, equity, and inclusion (‘DEI’) in your investment policy statement (‘IPS’)? Doing so ensures that the institution’s DEI objectives remain priorities, even in times...