People Moves

US Financial Advisory Firm The Colony Group Makes String Of Promotions

Eliane Chavagnon Editor - Family Wealth Report 3 February 2016

US Financial Advisory Firm The Colony Group Makes String Of Promotions

The firm has promoted principals as well as members of its financial counseling division.

The Colony Group has prompted Terri Feeney, Jennifer Geoghegan, Michael Haber and Matthew Ilteris to principal, bringing the company's total number of principals to 32.

Feeney is chief financial officer of The Colony Group; Geoghegan is chief marketing officer and advisor coach; Haber is a senior financial counselor in Colony Wealth Management, the firm's financial counseling division; and Ilteris is a senior financial counselor in Colony Wealth Management.

The firm also promoted several members of its wealth management team: Lori Deane, Shaun Thompson and Bill Weydemeyer have all been promoted to senior financial counselor; Jack Clark was promoted to financial counselor, and Connor Sullivan was promoted to senior associate financial counselor.

Last month, Kevin Dolan joined The Colony Group as a vice president, based in Naples and tasked with expanding the firm's footprint on the east and west coasts of the Sunshine State.

The Colony Group is an independent, fee-only financial advisory firm with approximately $5 billion in assets under management and over 85 employees in offices in Massachusetts, New York, Virginia, and Florida.

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