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Cfp® Patrick Donnelly

Principal, Vice President, and Senior Wealth Advisor at The Colony Group

  • LinkedIn

I spend my time counseling clients in all areas of comprehensive financial planning. I work with high‐net‐worth individuals and families as well as business owners and corporate executive...

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THE COLONY GROUP

THE COLONY GROUP

  • description Description
    The Colony Group is the smart choice for building, managing and preserving your wealth. We help successful individuals and their families, busy corporate executives, entrepreneurs and busines...

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  • Employees count Employees 201-500
  • Revenue Revenue 10 Million to 25 Million
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The Colony Group Org Chart and Mapping

Employees

Jason Blackwell

Principal & Chief Investment Strategist

Sarah Soptic

Client Service and Office Administrator

Tyler Murphy

Senior Operations Associate

Jeanne Oconnell

Accounts Payable/Accounts Receivable Associate

Richard Steinberg

Co Chair Colony Investment Management and Chief Market Strategist

Frequently Asked Questions Regarding Cfp® Patrick Donnelly

Answer: Cfp® Patrick Donnelly works for The Colony Group as Principal, Vice President, and Senior Wealth Advisor

Answer: Cfp® Patrick Donnelly’s role in The Colony Group is Principal, Vice President, and Senior Wealth Advisor

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Answer: Cfp® Patrick Donnelly works in the industry of: Financial Services

Answer: Cfp® Patrick Donnelly is the current Principal, Vice President, and Senior Wealth Advisor at The Colony Group.... Read More

Answer: Cfp® Patrick Donnelly works The Colony Group located at 50 Derby St Ste 200, Boston, Massachusetts, 02043, United States

Answer: The Colony Group's Principal, Vice President, and Senior Wealth Advisor is Cfp® Patrick Donnelly

Answer: Cfp® Patrick Donnelly contact details:

  • Phone number  :  (***)-***-****
  • Email  :  p****@thecolonygroup.com

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