Verified
The Colony Group
Management Consulting
Founded: Not Available
Headquarters: 50 Derby St Ste 200, Hingham, Massachusetts, 02043, United States
Overview
Location
Massachusetts, United States
Headquarter
50 Derby St Ste 200, Hingham, Massachusetts, 02043, United States
Contact Number
(617) 723-8200
No of Employees
315 Employees
Industry
Management Consulting
Contact Email
Not Available
Company Type
Private Company
Website
Founded
Not Available
CEO
Not Available
Codes
SIC Code 87,874 | NAICS Code 54,541
Annual Revenue
$37.1 Million
Total Funding
Not Available
Recent Funding Amount
Not Available
No of Funding Rounds
0
Company Overview
The Colony Group, LLC is an independent, fee-only financial advisory firm with locations in Massachusetts, New York, Virginia, Colorado, Florida and Maryland. Colony provides individuals and families, institutions, businesses and non-profit organizations with consulting services for the investment and business management and can encompass tax, estate, retirement and philanthropic planning, asset allocation, and cash and risk management industries.
Employees by Level
C-Level
12
VP-Level
14
Director
41
Manager
62
Non-Manager
238
Top Contacts
287
Top C-suite Members of Company
Connect with key decision-makers at The Colony Group. View contact details of C-suite executives and leadership team.
| Name | Title | Contact | |
|---|---|---|---|
| Stephen Miller | Chief Financial Officer, Cco | s****[email protected] | |
| Stephanie Goldstein | Chief Marketing Officer | s****[email protected] | |
| Lisa Poff | Principal and Chief Marketing Officer | l****[email protected] | |
| Stephen Stelljes | President, Client Services | s****[email protected] | |
| Richard Costello | President | r****[email protected] | |
| Stephanie Colon | President | s****[email protected] | |
| Edward Schiela | Senior Vice President, Principal, Senior Inve | e****[email protected] | |
| Justin Gilmartin | Managing Director, Colony Tax | j****[email protected] | |
| Michael Haber | Managing Director, Colony Wealth Management & | m****[email protected] | |
| Danielle MacKinnon | Vice President, Senior Financial Counselor | d****[email protected] | |
| Peter Mitrano | Vice President - Senior Financial Counselor | p****[email protected] | |
| Kim Grosser | Assistant VP, Underwriting Allied Medical | k****[email protected] | |
| Andrew Vogelstein | President, Institutional Advisory Practice | a****[email protected] | |
| Stephen Miller | Chief Financial Officer, Cco | s****[email protected] | |
| Brad Levin | Founder & Chief Executive Officer | b****[email protected] | |
| Kim Grosser | Assistant VP, Underwriting Allied Medical | k****[email protected] | |
| Lisa Poff | Principal and Chief Marketing Officer | l****[email protected] | |
| Richard Costello | President | r****[email protected] |
Employees Contact
Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.
| Name | Position | Phone | Profile | |
|---|---|---|---|---|
Jeanie Kirkiles | Personnel Manager | ******3939 | [email protected] | |
Zinovy Iosovich | Chief Of Staff And Principal | ******1035 | [email protected] | |
Erin Manganello | Financial Counselor | ******2570 | [email protected] | |
Faith Hill | Associate General Counsel | ******8200 | [email protected] | |
Jay Lupica | Senior Financial Advisor | ******8200 | [email protected] | |
Lindsay Evans | Client Service Associate | ******3538 | [email protected] | |
Jane Bates | Client Service Manager | ******6994 | [email protected] | |
Gwendy Nicklas | Office Adminstrator And Client Service Associate At The Colony Group | ******7807 | [email protected] | |
Tara Elmaleh | Managing Director Of Finance | *******5392 | [email protected] | |
Edva Seferi | Client Relations Associate | *******1989 | [email protected] | |
Jenn Kemna | Marketing Director | ******8200 | [email protected] | |
John Keller | Senior Consultant | *******8108 | [email protected] | |
Jennifer Williams | Account Manager | ******5387 | [email protected] | |
Michelle Hunt | Senior Underwriter Technical Specialist | ******3084 | [email protected] | |
Cheryl Killgrove | Senior Claims Examiner | *******7338 | [email protected] | |
Vincent Gratch | Chief Compliance Officer | ******1032 | [email protected] | |
Nina Mitchell | Senior Wealth Advisor And Co-president, Colony Sports And Entertainment | *******9200 | [email protected] | |
Rob Stella | Financial Counselor | ******0150 | [email protected] | |
Steve Schuler | Managing Director And Senior Wealth Advisor | ******2666 | [email protected] | |
Andrew Roswell | Research Analyst | ******9333 | [email protected] | |
Lisa Poff | Principal And Chief Marketing Officer | ******1200 | [email protected] | |
Meghan Cole | Senior Finance Associate | ******1200 | [email protected] | |
Brian Katz | Chief Investment Officer | ******8200 | [email protected] | |
Nadine Lee | President Colony Family Office And Managing Director Ny Metro | ******8200 | [email protected] | |
Amy Mcmaster | Director Of Investment Services | ******8200 | [email protected] | |
Seth Hieken | Portfolio Manager And Managing Director | *******8200 | [email protected] | |
Thomas Callahan | Financial Counselor | ******8200 | [email protected] | |
Richard Carroll | Senior Operations Associate | ******2963 | [email protected] | |
Susan Craig | Senior Underwriter | ******8559 | [email protected] | |
Jacob Weinreb | Senior Analyst--business Strategy And Analytics | ******1200 | [email protected] | |
Timothy Donahue | Portfolio Associate | ******3609 | [email protected] | |
Stephen Sadler | Medical Doctor , Senior Financial Counselor, Principal, Director | ******8200 | [email protected] | |
Terri Feeney | Controller | ******8200 | [email protected] | |
Steve Campbell | Senior Underwriter At Colony Group | *******8045 | [email protected] | |
Karen Byrd | Insurance Agent | *******8374 | [email protected] | |
M Van Bergen | Wealth Advisor | ******9800 | [email protected] | |
Sonya White | Insurance Agent | *******8374 | [email protected] | |
Andrew Belastock | Associate Portfolio Manager | ******8200 | [email protected] | |
Gina Bradley | Chief Operations Officer And General Counsel | ******8200 | [email protected] | |
Karen Baer | Senior Wealth Advisor | ******1200 | [email protected] | |
Jonathan Thrun | Fixed Income | ******8200 | [email protected] | |
Michael Haber | Managing Director Of Colony Wealth Management || Principal And Senior Financial Counselor | ******3972 | [email protected] | |
Ron Rubin | President, Vice Chairman And Chief Culture Officer | ******1551 | [email protected] | |
Ian Barclay | Managing Director, Senior Financial Counselor | ******7834 | [email protected] | |
Denise Duffy | Senior Financial Counselor And Principal | ******8200 | [email protected] | |
Linda Pagliarini | Administrative | ******8200 | [email protected] | |
Sean Kelly | Senior Tax Manager | *******2001 | [email protected] | |
David Shaw | Associate Wealth Advisor | ******3911 | [email protected] | |
Robert Glovsky | Vice Chair And Senior Financial Counselor | ******8200 | [email protected] | |
Andrew Kielar | Portfolio Associate | ******3242 | [email protected] | |
Tim Jester | Institutional Advisory Services | ******3500 | [email protected] | |
Kittye Tilford | Wealth Advisor | ******9428 | [email protected] | |
Jay Gillick | Associate Wealth Advisor | *******2921 | [email protected] | |
Theresa Falcaro | Portfolio Client Services | ******8200 | [email protected] | |
Nancy Rubin | Accountant | ******1200 | [email protected] | |
Jennifer Stevens | Associate Wealth Advisor | ******8652 | [email protected] | |
Madeline Hauser | Senior Administrator | ******1820 | [email protected] | |
Jonathan Lee | Director Of Private Strategies | ******8200 | [email protected] | |
Christopher Johnson | Principal And Senior Wealth Advisor | ******1200 | [email protected] | |
Ryan Rudzinski | Director Of Finance | ******1200 | [email protected] | |
Matthew Rapoport | Wealth Advisor | ******8200 | [email protected] | |
Paul Shapero | Director Of Family Office | ******1551 | [email protected] | |
Ted Schiela | Partner | ******8200 | [email protected] | |
Lisa Mitchell | Office Administrator | ******9333 | [email protected] | |
Ian Cole | Financial Counselor | ******9523 | [email protected] | |
Cathie Thomas | Portfolio | ******8200 | [email protected] | |
Cpwa Clay Eubank | Senior Financial Counselor | ******3500 | [email protected] | |
Jonathan Morse | Operations Manager | ******7577 | [email protected] | |
Rod Macdonald | Managing Director And Senior Wealth Manager | ******7079 | [email protected] | |
Matt Gordon | Senior Wealth Advisor | ******5031 | [email protected] | |
Erin Sullivan | Financial Counselor | ******8200 | [email protected] | |
Katie Baker | Associate Wealth Advisor | ******4402 | [email protected] | |
Jeffrey Rubin | Manager Of Investment Services | ******1200 | [email protected] | |
Shellie Peters | Principal And Senior Wealth Advisor | ******7356 | [email protected] | |
Michael Wright | Senior Wealth Advisor | ******9497 | [email protected] | |
Lori Deane | Senior Wealth Advisor | ******8200 | [email protected] | |
Tony Williams | Family Office | ******1579 | [email protected] | |
Rick Macdonald | Financial Counselor | ******8200 | [email protected] | |
Jack Clark | Senior Wealth Advisor | ******3335 | [email protected] | |
Justin Blankenship | Portfolio | ******1776 | [email protected] | |
Gavin Mclean | Senior Finance Associate | ******8200 | [email protected] | |
Kevin Crowley | Partner And Vice President | ******7618 | [email protected] | |
Robin Haas | Managing Partner + Health And Benefits Solutions | *******8374 | [email protected] | |
Michael Nathanson | Chairman, Chief Executive Officer, President | ******8200 | [email protected] | |
Twila Sanders | Claims Technical Specialist | *******7227 | [email protected] | |
Andrew Wig | Portfolio | ******8200 | [email protected] | |
Richard Sweeney | Senior Tax Consultant | ******8200 | [email protected] | |
Justin Gilmartin | Managing Director, Colony Tax | ******8200 | [email protected] | |
Krystina Bright | Executive Assistant To The Vice Chairman And Special Project Manager | ******1200 | [email protected] | |
Andrew Vinciguerra | Financial Counselor | ******2931 | [email protected] | |
Jennifer Geoghegan | Chief Of Staff And Strategy | ******9795 | [email protected] | |
Stephen Stelljes | President Of Client Services | ******8200 | [email protected] | |
Vince Damasco | Analyst At R.m Davis | ******8200 | [email protected] | |
Liz Talbot | Financial Counselor | ******8200 | [email protected] | |
Justin Brooks | Senior Associate Portfolio Manager | ******8200 | [email protected] | |
Aaron Bock | Research Analyst | *******3191 | [email protected] | |
Cheryl Wilkinson | Senior Financial Counselor And Principal | *******6139 | [email protected] | |
Ian Cole | Senior Associate Financial Counselor | ******9523 | [email protected] | |
Jeremy Kuhlen | Vice President | Senior Wealth Advisor | ******8200 | [email protected] | |
Susan Miller | Managing Director And Senior Wealth Advisor | *******5599 | [email protected] |
Email Formats
Discover the email patterns used at The Colony Group to connect with the right people.
| Email Format | Example | Percentage |
|---|---|---|
| [email protected] | [email protected] | 45% |
| [email protected] | [email protected] | 30% |
| [email protected] | [email protected] | 15% |
| [email protected] | [email protected] | 10% |
View Email formats of the company.
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Frequently Asked Questions
What is the address of The Colony Group's headquarters?
The Colony Group is headquartered at 50 Derby St Ste 200, Hingham, Massachusetts, 02043, United States.
How can I contact The Colony Group by phone?
You can reach The Colony Group by calling their customer support number at (617) 723-8200.
What is the official website for The Colony Group?
You can visit The Colony Group's official website at www.thecolonygroup.com.
How much revenue does The Colony Group generate?
The Colony Group reports an annual revenue of approximately $37.1 Million.
What is the SIC code for The Colony Group?
The Standard Industrial Classification (SIC) code for The Colony Group is 87,874.
What is the NAICS code for The Colony Group?
The Colony Group falls under the NAICS code 54,541.
How many people work at The Colony Group?
The Colony Group has a workforce of about 315 employees.
Which industry is The Colony Group part of?
The Colony Group operates in the Management Consulting, Business Services industry.
Which technologies are used by The Colony Group?
The Colony Group utilizes technologies like Facebook Web Custom Audiences, Facebook Pixel, DocuSign, WordPress.org.
Who is the Chief Executive Officer (CEO) of The Colony Group?
The CEO of The Colony Group is .
How can I get in touch with The Colony Group?
To contact The Colony Group, call (617) 723-8200 or visit their website at www.thecolonygroup.com
Is The Colony Group a publicly traded company?
No, The Colony Group is a private company.
Who are the main competitors of The Colony Group?
Key competitors of The Colony Group include Mercer Advisors, Summit Financial Resources, LUTZ, EP Wealth Advisors
Which companies has The Colony Group acquired?
Acquisitions by The Colony Group include Merriman Wealth Management, LLC., summitcapital.com, Badgley Phelps Investment Managers, Loring Ward .
Who holds the CFO position at The Colony Group?
Stephen Miller serves as the Chief Financial Officer (CFO) at The Colony Group.
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