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****r@thecolonygroup.com | |
| Stephanie Goldstein | Chief Marketing Officer | s****n@thecolonygroup.com | |
| Lisa Poff | Principal and Chief Marketing Officer | l****f@thecolonygroup.com | |
| Stephen Stelljes | President, Client Services | s****s@thecolonygroup.com | |
| Richard Costello | President | r****o@thecolonygroup.com | |
| Stephanie Colon | President | s****n@thecolonygroup.com | |
| Edward Schiela | Senior Vice President, Principal, Senior Inve | e****a@thecolonygroup.com | |
| Justin Gilmartin | Managing Director, Colony Tax | j****n@thecolonygroup.com | |
| Michael Haber | Managing Director, Colony Wealth Management & | m****r@thecolonygroup.com | |
| Danielle MacKinnon | Vice President, Senior Financial Counselor | d****n@thecolonygroup.com | |
| Peter Mitrano | Vice President - Senior Financial Counselor | p****o@thecolonygroup.com | |
| Kim Grosser | Assistant VP, Underwriting Allied Medical | k****r@thecolonygroup.com | |
| Andrew Vogelstein | President, Institutional Advisory Practice | a****n@thecolonygroup.com | |
| Stephen Miller | Chief Financial Officer, Cco | s****r@thecolonygroup.com | |
| Brad Levin | Founder & Chief Executive Officer | b****n@thecolonygroup.com | |
| Kim Grosser | Assistant VP, Underwriting Allied Medical | k****r@thecolonygroup.com | |
| Lisa Poff | Principal and Chief Marketing Officer | l****f@thecolonygroup.com | |
| Richard Costello | President | r****o@thecolonygroup.com |
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 | j.......s@thecolonygroup.com | |
Zinovy Iosovich | Chief Of Staff And Principal | ******1035 | z.......h@focuspartners.com | |
Erin Manganello | Financial Counselor | ******2570 | e.......o@mintz.com | |
Faith Hill | Associate General Counsel | ******8200 | f.......l@gmail.com | |
Jay Lupica | Senior Financial Advisor | ******8200 | j.......a@thecolonygroup.com | |
Lindsay Evans | Client Service Associate | ******3538 | l.......s@bottomline.com | |
Jane Bates | Client Service Manager | ******6994 | j.......s@harvestcap.com | |
Gwendy Nicklas | Office Adminstrator And Client Service Associate At The Colony Group | ******7807 | g.......y@bluewateradvisors.com | |
Tara Elmaleh | Managing Director Of Finance | *******5392 | t.......h@steinbergglobal.com | |
Edva Seferi | Client Relations Associate | *******1989 | e.......i@thecolonygroup.com | |
Jenn Kemna | Marketing Director | ******8200 | j.......a@thecolonygroup.com | |
John Keller | Senior Consultant | *******8108 | d.......1@yahoo.com | |
Jennifer Williams | Account Manager | ******5387 | c.......g@aol.com | |
Michelle Hunt | Senior Underwriter Technical Specialist | ******3084 | m.......t@colonyins.com | |
Cheryl Killgrove | Senior Claims Examiner | *******7338 | c.......e@colonyins.com | |
Vincent Gratch | Chief Compliance Officer | ******1032 | v.......h@thecolonygroup.com | |
Nina Mitchell | Senior Wealth Advisor And Co-president, Colony Sports And Entertainment | *******9200 | n.......l@bridgewaterwealth.com | |
Rob Stella | Financial Counselor | ******0150 | r.......a@thecolonygroup.com | |
Steve Schuler | Managing Director And Senior Wealth Advisor | ******2666 | s.......r@mdcapital.com | |
Andrew Roswell | Research Analyst | ******9333 | a.......l@bridgewaterwealth.com | |
Lisa Poff | Principal And Chief Marketing Officer | ******1200 | l.......a@glassmanwealth.com | |
Meghan Cole | Senior Finance Associate | ******1200 | c.......e@bridgewaterwealth.com | |
Brian Katz | Chief Investment Officer | ******8200 | b.......z@thecolonygroup.com | |
Nadine Lee | President Colony Family Office And Managing Director Ny Metro | ******8200 | n.......e@prosperadv.com | |
Amy Mcmaster | Director Of Investment Services | ******8200 | a.......r@thecolonygroup.com | |
Seth Hieken | Portfolio Manager And Managing Director | *******8200 | s.......n@thecolonygroup.com | |
Thomas Callahan | Financial Counselor | ******8200 | t.......n@thecolonygroup.com | |
Richard Carroll | Senior Operations Associate | ******2963 | r.......5@gmail.com | |
Susan Craig | Senior Underwriter | ******8559 | s.......g@cox.net | |
Jacob Weinreb | Senior Analyst--business Strategy And Analytics | ******1200 | w.......b@bridgewaterwealth.com | |
Timothy Donahue | Portfolio Associate | ******3609 | t.......e@bhienergy.com | |
Stephen Sadler | Medical Doctor , Senior Financial Counselor, Principal, Director | ******8200 | s.......r@thecolonygroup.com | |
Terri Feeney | Controller | ******8200 | t.......y@thecolonygroup.com | |
Steve Campbell | Senior Underwriter At Colony Group | *******8045 | g.......3@aol.com | |
Karen Byrd | Insurance Agent | *******8374 | k.......d@colonycares.com | |
M Van Bergen | Wealth Advisor | ******9800 | s.......n@lcmadvisors.com | |
Sonya White | Insurance Agent | *******8374 | s.......e@colonycares.com | |
Andrew Belastock | Associate Portfolio Manager | ******8200 | a.......o@student.umass.edu | |
Gina Bradley | Chief Operations Officer And General Counsel | ******8200 | g.......y@thecolonygroup.com | |
Karen Baer | Senior Wealth Advisor | ******1200 | k.......n@tritonwm.com | |
Jonathan Thrun | Fixed Income | ******8200 | j.......n@thecolonygroup.com | |
Michael Haber | Managing Director Of Colony Wealth Management || Principal And Senior Financial Counselor | ******3972 | m.......4@gmail.com | |
Ron Rubin | President, Vice Chairman And Chief Culture Officer | ******1551 | r.......n@bridgewaterwealth.com | |
Ian Barclay | Managing Director, Senior Financial Counselor | ******7834 | i.......y@jb2.net | |
Denise Duffy | Senior Financial Counselor And Principal | ******8200 | d.......y@thecolonygroup.com | |
Linda Pagliarini | Administrative | ******8200 | l.......i@thecolonygroup.com | |
Sean Kelly | Senior Tax Manager | *******2001 | s.......y@kahnlitwin.com | |
David Shaw | Associate Wealth Advisor | ******3911 | d.......w@bfim.com | |
Robert Glovsky | Vice Chair And Senior Financial Counselor | ******8200 | r.......y@thecolonygroup.com | |
Andrew Kielar | Portfolio Associate | ******3242 | a.......r@northwesternmutual.com | |
Tim Jester | Institutional Advisory Services | ******3500 | t.......r@thecapgroup.com | |
Kittye Tilford | Wealth Advisor | ******9428 | t.......e@comcast.net | |
Jay Gillick | Associate Wealth Advisor | *******2921 | g.......k@bridgewaterwealth.com | |
Theresa Falcaro | Portfolio Client Services | ******8200 | t.......o@thecolonygroup.com | |
Nancy Rubin | Accountant | ******1200 | r.......n@bridgewaterwealth.com | |
Jennifer Stevens | Associate Wealth Advisor | ******8652 | j.......a@student.american.edu | |
Madeline Hauser | Senior Administrator | ******1820 | m.......e@cast.net | |
Jonathan Lee | Director Of Private Strategies | ******8200 | j.......1@gmail.com | |
Christopher Johnson | Principal And Senior Wealth Advisor | ******1200 | c.......n@rhsmith.umd.edu | |
Ryan Rudzinski | Director Of Finance | ******1200 | r.......i@bridgewaterwealth.com | |
Matthew Rapoport | Wealth Advisor | ******8200 | m.......t@thecolonygroup.com | |
Paul Shapero | Director Of Family Office | ******1551 | s.......o@rubinkasnett.com | |
Ted Schiela | Partner | ******8200 | t.......a@thecolonygroup.com | |
Lisa Mitchell | Office Administrator | ******9333 | l.......l@paulhastings.com | |
Ian Cole | Financial Counselor | ******9523 | i.......e@thecolonygroup.com | |
Cathie Thomas | Portfolio | ******8200 | c.......s@thecapgroup.com | |
Cpwa Clay Eubank | Senior Financial Counselor | ******3500 | c.......k@thecapgroup.com | |
Jonathan Morse | Operations Manager | ******7577 | j.......e@swaneehunt.org | |
Rod Macdonald | Managing Director And Senior Wealth Manager | ******7079 | r.......d@long-wharf.com | |
Matt Gordon | Senior Wealth Advisor | ******5031 | m.......9@gmail.com | |
Erin Sullivan | Financial Counselor | ******8200 | e.......n@thecolonygroup.com | |
Katie Baker | Associate Wealth Advisor | ******4402 | k.......r@bulfinchgroup.com | |
Jeffrey Rubin | Manager Of Investment Services | ******1200 | j.......n@thecolonygroup.com | |
Shellie Peters | Principal And Senior Wealth Advisor | ******7356 | p.......s@bridgewaterwealth.com | |
Michael Wright | Senior Wealth Advisor | ******9497 | m.......t@gmail.com | |
Lori Deane | Senior Wealth Advisor | ******8200 | l.......e@thecolonygroup.com | |
Tony Williams | Family Office | ******1579 | t.......s@thecolonygroup.com | |
Rick Macdonald | Financial Counselor | ******8200 | r.......d@thecolonygroup.com | |
Jack Clark | Senior Wealth Advisor | ******3335 | j.......k@thecolonygroup.com | |
Justin Blankenship | Portfolio | ******1776 | j.......p@thecolonygroup.com | |
Gavin Mclean | Senior Finance Associate | ******8200 | m.......2@yahoo.com | |
Kevin Crowley | Partner And Vice President | ******7618 | k.......y@thecolonygroup.com | |
Robin Haas | Managing Partner + Health And Benefits Solutions | *******8374 | r.......n@colonycares.com | |
Michael Nathanson | Chairman, Chief Executive Officer, President | ******8200 | m.......n@thecolonygroup.com | |
Twila Sanders | Claims Technical Specialist | *******7227 | t.......s@colonyins.com | |
Andrew Wig | Portfolio | ******8200 | a.......g@thecolonygroup.com | |
Richard Sweeney | Senior Tax Consultant | ******8200 | r.......y@thecolonygroup.com | |
Justin Gilmartin | Managing Director, Colony Tax | ******8200 | g.......s@gmail.com | |
Krystina Bright | Executive Assistant To The Vice Chairman And Special Project Manager | ******1200 | b.......t@bridgewaterwealth.com | |
Andrew Vinciguerra | Financial Counselor | ******2931 | a.......a@thecolonygroup.com | |
Jennifer Geoghegan | Chief Of Staff And Strategy | ******9795 | j.......n@thecolonygroup.com | |
Stephen Stelljes | President Of Client Services | ******8200 | s.......s@thecolonygroup.com | |
Vince Damasco | Analyst At R.m Davis | ******8200 | v.......o@yahoo.com | |
Liz Talbot | Financial Counselor | ******8200 | l.......t@thecolonygroup.com | |
Justin Brooks | Senior Associate Portfolio Manager | ******8200 | j.......s@thecolonygroup.com | |
Aaron Bock | Research Analyst | *******3191 | a.......5@yahoo.com | |
Cheryl Wilkinson | Senior Financial Counselor And Principal | *******6139 | a.......4@aol.com | |
Ian Cole | Senior Associate Financial Counselor | ******9523 | i.......e@thecolonygroup.com | |
Jeremy Kuhlen | Vice President | Senior Wealth Advisor | ******8200 | j.......n@mentorwm.com | |
Susan Miller | Managing Director And Senior Wealth Advisor | *******5599 | s.......r@aurorafa.com |
Email Formats
Discover the email patterns used at The Colony Group to connect with the right people.
| Email Format | Example | Percentage |
|---|---|---|
| firstname.lastname@company.com | john.doe@company.com | 45% |
| firstname@company.com | john@company.com | 30% |
| firstinitial.lastname@company.com | j.doe@company.com | 15% |
| firstname_lastname@company.com | john_doe@company.com | 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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