April 25, 2014 1:03 AM ET

Capital Markets

Company Overview of The Colony Group, LLC

Company Overview

The Colony Group, LLC is an employee owned investment manager. The firm also provides wealth management, family office, and corporate services to its clients. It primarily provides its services to high net worth individuals and individuals. The firm also caters to pension and profit sharing plans, pooled investment vehicles, charitable organizations, foundations, endowments, and corporations. It manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity and fixed income markets across the globe. It also invests in the alternative investments, exchange traded funds, and mutual funds to create it portfolios. The firm invests in the growth stocks o...

2 Atlantic Avenue

Boston, MA 02110

United States

Founded in 1986

Phone:

617-723-8200

Fax:

617-723-6338

Key Executives for The Colony Group, LLC

Retired Principal
Compensation as of Fiscal Year 2013.

The Colony Group, LLC Key Developments

The Colony Group, LLC Announces Executive Appointments

The Colony Group, LLC announced its plans for further expansion in Florida. The expansion includes the appointment of Joseph Salvati, a long-time veteran of the company and a resident of Naples, Florida, as Senior Vice President in charge of The Colony Group's Florida offices. The company also has hired Jack Clark, a lifelong Florida resident, to work with Mr. Salvati in its Naples office. Mr. Salvati has provided comprehensive wealth management services to high-net-worth clients for over ten years. He will oversee The Colony Group's growing business in Florida primarily out of its offices in Naples and West Palm Beach.

The Colony Group, LLC Presents at The 5th Annual FundForum USA, Oct-28-2013 10:00 AM

The Colony Group, LLC Presents at The 5th Annual FundForum USA, Oct-28-2013 10:00 AM. Venue: Mandarin Oriental, 776 Boylston Street, Boston, MA 02199, United States. Speakers: Bob Glovsky, Vice Chair, Principal.

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