About the Author: Michael J. Nathanson is the Chairman, Chief Executive Officer, and President of The Colony Group, LLC. He is widely regarded as a leader in the wealth management industry and is committed to sharing his knowledge and experience with colleagues, clients, and the next generation of industry leaders. He is active in many industry-wide organizations and has served on numerous boards, including the Fidelity Institutional Wealth Services Advisor Council and the Schwab Advisor Services Advisory Board. Previously, he served on the Board of Advisors for Boston University's Program for Financial Planners and as Co-Chairman of the Boston Bar Association Tax Section. Previously, Nathanson served as Chief Financial Officer and General Counsel of The Colony Group. Prior to joining The Colony Group, he was a Senior Partner at the international law firm of Wilmer Cutler Pickering Hale and Dorr LLP, where he held several leadership positions. He earned his Juris Doctor, cum laude, from Harvard Law School, an LL.M. in Taxation from Boston University School of Law, and a Bachelor of Arts, summa cum laude, from Brandeis University, where he was elected to membership in Phi Beta Kappa and was the recipient of numerous academic honors.
Additional Authors from The Colony Group include: Jeffrey T. Craig, CFP(R)
Senior Vice President & Senior Wealth Advisor
Jennifer A. Geoghegan, MBA
Chief Strategy Officer
Nadine Gordon Lee, CPA/PFS, CFP(R)
Managing Director, Metro NY Offices & President, Colony Group Family Office
Michael Haber, JD, CFP(R) Vice President & Senior Wealth Advisor
Seth P. Hieken, MSF, CFA
Executive Vice President & Director of Proprietary Strategies
Matthew C. Ilteris, CFP(R), EA(R)
Vice President & Senior Wealth Advisor
D. Scott McDonald, MSFP, CFP(R)
Senior Vice President & Senior Wealth Advisor
Joseph A. Salvati, CFP(R) Senior Vice President & Senior Wealth Advisor
Steven R. Stelljes, JD, CFP(R) President of Client Services
