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.
-
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
Richard Rosenthal
Senior Wealth Advisor
FOCUS AREAS
Equity Research
Fixed Income Research
Asset Allocation
Portfolio Management
RECOGNITIONS
Five Star Wealth Manager, Boston Magazine 2010
Richard is a Senior Wealth Advisor at The Colony Group and brings over 30 years of industry experience managing client portfolios, conducting economic research, and analyzing equity and bond securities.
Richard served as Senior Vice President at Capital Advisors, LLC prior to their merger with The Colony Group in 2021. Previously, Richard was Vice President and an Investment Officer at First Financial Trust, N.A a nationally chartered trust bank located in Newton, Massachusetts. While at First Financial Trust, Rich chaired the firm’s investment committee, served as senior economist, and managed approximately $100 million in client assets. He also built and managed a multi asset investment strategy with a demonstrated track record of excellent investment performance. In 2010, Rich was named a Five Star Wealth Manager by Boston Magazine.
Prior to joining First Financial Trust, Richard founded and managed Generic Trading of Philadelphia, LLC, a professional trading office. From 1987 to 1995, Richard served as an Equity Specialist for Dean Witter Reynolds, Inc. on the floor of the Boston Stock Exchange.
Richard earned his Master of Science degree in Investment Management from Boston University and Bachelor of Arts degree in Economics from Tufts University. He is a member of the CFA Institute and Boston Security Analysts Society.
In his spare time, Richard is a father of four children and is very active in the Canton community. He has served on the Finance Committee for the Sage School in Foxboro and was a member of the Galvin Middle School Council. He was a member of Temple Beth Abraham’s Brotherhood and a member of the Wellesley Rotary.
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.