The Colony Group Annual Revenue, Competitors, Number of Employees and Funding

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Boston, MA USA
Total Funding:N/A
Lead Investor(s):N/A
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Estimated Revenue & Financials

  • The Colony Group's estimated annual revenue is currently $37.2M per year.
  • The Colony Group's estimated revenue per employee is $210,000

Employee Data

  • The Colony Group has 177 Employees.
  • The Colony Group grew their employee count by 11% last year.
  • The Colony Group currently has 1 job openings.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
The Colony Grou...
IC Federal Cred...
Winslow, Evans ...
Fidelity Cooper...
Boston Private
Intex Solutions
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When it comes to wealth management, there's one wealth advisory firm that stands out from the crowd. Partly because of what we do. Mostly because of who we are and how we do it. Were The Colony Group, the smart choice for building, managing and preserving your wealth. What we do: The Colony Group works with high net worth individuals and their families, busy corporate executives, retirees and select institutions all across the nationdelivering deep expertise that goes far beyond investment management and encompasses asset allocation, tax and estate planning, retirement planning, risk management, philanthropic planning and the full array of financial counseling services. How we do it: We are a fiduciary, fee-only wealth advisory firm, which means we offer objective advice, not products. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants and attorneys who are committed to integrating and implementing customized solutions for all your financial needs. By providing the highest level of personal service from some of the best minds in the business and adhering to the strictest standards of fiduciary excellence, we build trusted, long-term relationships that give our clients the necessary edge in an increasingly complex world.



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Executive Contacts

Ron RubinPresident, Vice Chairman & Chief Culture OfficerEmail Available
Christopher JohnsonPrincipal & Senior Wealth AdvisorEmail Available
Paul ShaperoDirector Of Family Office Email Available
Steve SchulerManaging Director And Senior Wealth AdvisorEmail Available
Joseph SalvatiSenior Vice PresidentEmail Available
Zinovy IosovichManaging Director
Amy McMasterDirector Of Investment ServicesEmail Available
Andrew WigSenior Vice President, Director Of Portfolio ManagementEmail Available
Jonathan LeeDirector Of Private StrategiesEmail Available
Jeffrey CraigVice President & Senior Financial CounselorEmail Available

The Colony Group News

10/21/2006 - Myths of British ancestry

Neither group had much more impact on the British Isles gene pool than the Vikings, the Normans or, indeed, immigrants of the past 50 years.

03/10/2010 - The case against the hockey stick

Messy, truncated data? Trees on the Gaspé Peninsula in Canada: one of several pieces of evidence for rising temperatures that have been ...

The Colony Group Executive Hires

2007-12-04Vincent GratchPartnerArticle
2008-08-20Denise M. DuffyPartnerArticle
2009-10-21Scott A. SwartzPartnerArticle
2009-11-25Kevin D. CrowleyManaging DirectorArticle
2015-02-11Stephen StelljesPres Client ServicesArticle
2016-01-08Kevin DolanVPArticle
2017-05-18Tim JesterPrincipalArticle
2018-05-08AARON BOCKManager of Public Market Strategies/Sr Research AnalystArticle

The Colony Group New Location/Offices

2015-02-11Boston, MAArticle

The Colony Group Acquisitions

DateCompany NameAmountNotesReference
2019-01-08Aurora Financial Advisors LLCArticle
2019-03-19Steinberg Global Asset Management, Ltd.Article