The Colony Group Releases Second Edition of Personal Financial Planning for Executives and Entrepreneurs
Updated edition expands on key considerations for executives and entrepreneurs, including business-transition planning, concentrated holdings, and ESG strategies
News provided by
Share this article
Share this article
BOSTON, May 25, 2021 /PRNewswire/ The Colony Group, a national wealth and business management company, today announced the release of the second edition of
Personal Financial Planning for Executives and Entrepreneurs, published by Palgrave Macmillan. The updated book offers financial insights and practical strategies to corporate executives and business owners, addressing their unique needs and circumstances. In addition to offering extensive updates since the first edition, the second edition features expanded guidance on business ownership and transition planning, as well as ESG investing. The book is available for purchase on Amazon and other outlets.
The Colony Group Announces Four New Principals
News provided by
Share this article
Share this article
BOSTON, April 27, 2021 /PRNewswire/ The Colony Group, an independent, national wealth and business management firm with approximately $13 billion in assets under management, is pleased to announce the promotion of four new principals: Jason Blackwell, CFA, CAIA®, Chief Investment Strategist; Sheila Ryan, Managing Director, Operations; Christopher Holton, CFP®, EA, Senior Wealth Advisor; and Brian Presti, CFA, Chartered SRI Counselor, Senior Portfolio Manager, Director of Portfolio Strategy. We are extremely proud that these outstanding, highly credentialed and experienced professionals are joining Colony s ownership group, said Michael Nathanson, Chairman and CEO of The Colony Group. They embody our rich tradition of offering a clear path to meaningful equity sharing in Colony s management company, not just for a small group of senior professionals, but for all key employ
The Colony Group Launches Podcast to Discover the Stories of Extraordinary Leaders
CEO Michael Nathanson speaks to inspiring guests about their achievements, challenges and journeys to success
News provided by
Share this article
Share this article
BOSTON, Jan. 13, 2021 /PRNewswire/ The Colony Group, a national wealth and business management company, today announced the launch of
TM, a bi-weekly podcast featuring conversations with notable guests on how their accomplishments, adversities, ideas and innovations led to extraordinary outcomes.
Hosted by Michael Nathanson, CEO and Chair of The Colony Group, listeners will hear personal stories from guests about how they navigated obstacles and life-altering events, as well as insights on what drives them to succeed and how they use their success to teach, motivate, and serve others.