The Colony Group
Management Consulting
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
Available Jobs at The Colony Group
Top C-suite Members of Company
Connect with key decision-makers at The Colony Group. View the C-suite executives and leadership team.
| Name | Title | Contact | Action |
|---|---|---|---|
| Stephen Miller | Chief Financial Officer, Cco | s****[email protected] | Show details |
| Stephanie Goldstein | Chief Marketing Officer | s****[email protected] | Show details |
| Lisa Poff | Principal and Chief Marketing Officer | l****[email protected] | Show details |
| Stephen Stelljes | President, Client Services | s****[email protected] | Show details |
| Richard Costello | President | r****[email protected] | Show details |
| Stephanie Colon | President | s****[email protected] | Show details |
| Edward Schiela | Senior Vice President, Principal, Senior Inve | e****[email protected] | Show details |
| Justin Gilmartin | Managing Director, Colony Tax | j****[email protected] | Show details |
| Michael Haber | Managing Director, Colony Wealth Management & | m****[email protected] | Show details |
| Danielle MacKinnon | Vice President, Senior Financial Counselor | d****[email protected] | Show details |
| Peter Mitrano | Vice President - Senior Financial Counselor | p****[email protected] | Show details |
| Kim Grosser | Assistant VP, Underwriting Allied Medical | k****[email protected] | Show details |
| Andrew Vogelstein | President, Institutional Advisory Practice | a****[email protected] | Show details |
| Stephen Miller | Chief Financial Officer, Cco | s****[email protected] | Show details |
| Brad Levin | Founder & Chief Executive Officer | b****[email protected] | Show details |
| Kim Grosser | Assistant VP, Underwriting Allied Medical | k****[email protected] | Show details |
| Lisa Poff | Principal and Chief Marketing Officer | l****[email protected] | Show details |
| Richard Costello | President | r****[email protected] | Show details |
Employees Contact
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Email formats
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| Email format | Example | Percentage |
|---|---|---|
| Email formats for The Colony Group are not available. | ||
Email verification tool
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Technology stack
The Colony Group uses PWA to enhance their digital capabilities and improve operational efficiency.
The Colony Group uses Open Graph to enhance their digital capabilities and improve operational efficiency.
The Colony Group uses HTTP/3 to enhance their digital capabilities and improve operational efficiency.
The Colony Group uses Google Analytics to measure website traffic and user engagement, generating actionable insights for optimizing online performance and marketing campaigns.
The Colony Group uses HSTS to enhance their digital capabilities and improve operational efficiency.
The Colony Group uses MyFonts to enhance their digital capabilities and improve operational efficiency.
The Colony Group uses Adobe Fonts to enhance their digital capabilities and improve operational efficiency.
The Colony Group uses Cloudflare to enhance the performance, security, and reliability of its web applications by leveraging a global network for content delivery, DDoS protection, and WAF services.
The Colony Group uses HubSpot to unify its marketing, sales, and customer service efforts, leveraging an integrated CRM platform for enhanced customer experience and streamlined business growth.
The Colony Group uses DoubleClick Floodlight to enhance their digital capabilities and improve operational efficiency.
The Colony Group uses Google Tag Manager to efficiently deploy and manage website tracking tags, marketing pixels, and analytics scripts without direct code modifications, centralizing data collection and accelerating marketing and analytics initiatives.
The Colony Group uses Goober to enhance their digital capabilities and improve operational efficiency.
The Colony Group uses Calendly to enhance their digital capabilities and improve operational efficiency.
The Colony Group uses Vue.js to enhance their digital capabilities and improve operational efficiency.
The Colony Group uses GSAP to enhance their digital capabilities and improve operational efficiency.