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.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Craig S. Jones, JD, MBA
Managing Director and Chief Diversity Officer
Focus Areas
Pre- and Post-Liquidity Planning
Business Transition Planning
Multi-Generational Planning
Career Phase Strategies for Athletes
M&A
Diversity & Inclusion
Client Specialty
Business Owners
Professionals
Athletes
Retirees
Recognitions
Forbes Best-in-State Wealth Advisors, CO, 2019, 2020, 2021, 2022, 2023. 2024
Community
Denver Water Commissioners, Vice President; Invest in Kids, Stanley British Primary, Board member; Delta Eta Boule Foundation
As Managing Director for Colony’s Rocky Mountain Region, Craig has expertise managing the wealth of business owners, entrepreneurs, and professionals. Craig is also a Co-President of the Colony Sports & Entertainment practice. He demonstrates a thorough understanding of complex issues that individuals face through various transitions in their lives. He advises clients in developing wealth accumulation and preservation strategies appropriate to their unique circumstances.
Craig served as one of three co-founding partners of the Denver based wealth management firm, Jones Barclay Boston, in 1994, which merged with The Colony Group at the start of 2017. Prior to Jones Barclay Boston, he developed skills in management, finance, tax, and strategic planning with various entities including Mellon Bank, PepsiCo, Price Waterhouse, and EW Scripps. Craig was named to the list of Best-in-State Wealth Advisor published by Forbes in 2019-2022.
He has earned a Juris Doctor and MBA from Case Western Reserve University. He earned his BS degree from Allegheny College where he double majored in Economics and Political Science. He is a Vice President of the Denver Board of Water Commissioners, a member of the Investments and Wealth Institute, Colorado and Denver Bar Associations, and the Sigma Pi Phi Fraternity (The Boule). Craig is a board member of Invest in Kids, Delta Eta Boule Foundation, and Stanley British Primary School.
Outside of Colony, Craig enjoys spending time with his life partner Robbie Barr. She and Craig enjoy international and domestic travel, hiking, film, and cooking together at home. His passions include following the life journey of his adult son Milan, road cycling, jazz and classical music, and following various team sports.
Forbes Best-In-State Wealth Advisors criteria (2018, 2020, 2021, 2022, 2023, 2024): Based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data, including years of experience, revenue trends, AUM, compliance records, client retention, best practices, and approach to working with clients. Colony paid no compensation to Forbes’ to participate or for inclusion in its list.
Published Insights
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...
Topical Viewpoints
Embracing The Complete ‘Why’ Of Philanthropy For Maximum Impact
November 22, 2023
As seen in Worth Magazine Philanthropy fosters family bonds, ensures business longevity, and provides a deeper sense of purpose beyond mere altruism. Mahatma Gandhi once said, “The best way...
In The News
Creating an Inclusive Culture with Leslie Tabor & Craig Jones
November 20, 2023
Hear from The Colony Group's Craig Jones, Managing Director, and Chief Diversity Officer, in this Diversity in Action™ podcast, "Creating an Inclusive Culture".
In The News
The Referral Bench: Craig Jones – Make Sure People Know They Can Refer You Without Issues
January 20, 2021
Developing deep relationships with clients and colleagues is one of the keys to Craig Jones success in attracting and retaining clients and earning their respect. He shares his advice on The Referral Bench Podcast.
In The News
Want to Score a Sports Star as a Client? Here’s How…
September 3, 2020
“Advising athlete clients not only requires specialized experience, knowledge, and credentials, but also the temperament and desire to make a lasting difference in the life of their athlete client," said Craig Jones in an interview with Financial Advisor IQ.