Focus Areas
Stock Options and Equity Compensation
Tax Planning
Multi-Generational Planning
Client Specialty
Executives
Professionals
Retirees
Women in Transition
Community
Community soup kitchen, volunteer weekly; Wellesley College, Treasurer, Alumnae Class
Recognitions
Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2021-2024)
2023 AdvisorHub’s Advisors to Watch
Erin is a Senior Wealth Advisor and Principal at The Colony Group. Erin counsels high-net-worth individuals and families on a wide range of wealth management and investment advisory services, including financial planning, investment management, and tax planning. She is also a member of The Colony Group’s Diversity, Equity, and Inclusion Council.
Previously, Erin served as a Senior Portfolio Administrator, acting as a primary contact for The Colony Group’s custodial relationships and a point person for various client service requests. Prior to joining the firm, Erin was a Financial Advisor Assistant at Long Wharf Investors, where she provided client service, investment, and compliance support.
Erin graduated cum laude from Wellesley College, where she earned her Bachelor of Arts in Mathematics and Classical Civilizations. She also received her Master of Theological Studies from Harvard Divinity School.
In her spare time, Erin volunteers weekly at a local soup kitchen and serves as the Treasurer of her college Alumnae class. She also enjoys playing in curling and bocce leagues.
AdvisorHub’s criteria: Advisors to Watch (2023) – The Advisors to Watch ranking uses three main criteria in its methodology: scale, growth, and professionalism.
Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.