The Colony Group
Boston, MA
We have found contact information containing phone numbers and email addresses for The Colony Group. The industry of the company is Financial Services. The Colony Group is based at 2 Atlantic Ave, Boston, MA 02110. The company uses products and components, such as Consultations and Investment Planning. The company operates in the following fields: Wealth Management, Investment Management, Financial Counseling, Corporate-Sponsored Financial Counseling, and Retirement Planning. Michael J. Nathanson currently works in The Colony Group. The company was founded on 5/2/2005.
Company Details
Last Update
Jul 14, 2022
Doing business as
The Colony Group, LLC
The Colony Group Inc
Colony Group
Location
2 Atlantic Ave, Boston, MA 02110
Phone
(***) ***-8200
(***) ***-2781
(***) ***-6338
Industry
Financial Services
Investment and Wealth Management
Accountant
Financial Advisor
Category
Financial Counselors
Specialties
Wealth Management
Investment Management
Financial Counseling
Corporate-Sponsored Financial Counseling
Founded
1986
Number of Employee
51-200 employees
Products
Consultations
Investment Planning
SIC
6282 - Investment Advice
SIC6
672200 - Open-end management investments
NAICS
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Site
Decision Makers
Amir Malek
Managing Director At The Colony Group And Colony Business Management
Colony Group
Owner
Pam Malek
Managing Director
Liz Talbot
Executive Director And Senior Financial Counselor
Employees
Katie Baker
Associate Wealth Advisor
Elizabeth Kiewra
Marketing Director
Lisa Poff
Principal And Chief Marketing Officer
Jeffrey Heisler
Paartner And Managing Director
Ian Barclay
Managing Director, Senior Financial Counselor
Marshall G Rowe
President, Business Owner Services Managing Director, Northern New England
David Kerr
Partner - Intellectual Property Practice Group
Jacques Elmaleh
Principal At The Colony Group | Director Of Research | Senior Portfolio Manager
Jonathan Morse
Operations Manager
Adfa Wayne Zussman
Treasurer
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