Michael Nathanson is the CEO of The Colony Group and has been selected ten times by Barron’s magazine as one of the top 100 independent financial advisors in the nation and included in Worth magazine’s list of the country’s top 250 wealth advisors. He also was selected six times as a “Super Lawyer,” as published in Massachusetts Super Lawyers. He is most proud of The Colony Group being named as one of just 50 firms as a Best Place To Work for Financial Advisors by InvestmentNews.
He is the host of Seeking The Extraordinary™ podcast which is on a mission to identify, understand, and explore the undiscovered world of the extraordinary.
He also co-authored the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind, and has frequently been interviewed and published on a wide variety of financial, tax, and legal topics by many national and local news outlets, including CNBC, MarketWatch, Reuters, Dow Jones, Bloomberg, Barron’s, the Wall Street Journal, Fox Business, and more.
Having served as the Chairman of the Board of Directors of the National Brain Tumor Society for over five years, Michael now serves as a member of its Emeritus Board and also serves on the Boards of Cure GBM and Pediatric Cancer Cure. He was the recipient of the 2016 Catalyst Award from the Invest In Others Charitable Foundation for his work with the National Brain Tumor Society. He is the founder of the Nathanson Family Catalyst Fund for Brain Tumor Research and the Nathanson Family Catalyst Fund for Cardiac Valve Research. He is a former member of the Israel Bonds National New Leadership Board and also has served as a member of the Investment Committee advisory group of the Massachusetts Service Alliance and as a Trustee and Director of the Needham Historical Society.
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.
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The Colony Group, LLC (“Colony”) is an SEC Registered Investment Advisor with offices throughout the country. Registration does not imply that the SEC has endorsed or approved the qualifications of Colony or its respective representatives. In Florida, Colony is registered to do business as The Colony Group of Florida, LLC. Colony provides individuals and institutions with personalized financial advisory services.
Barron’s criteria: Barron’s ranks independent advisory firms weighing dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, the regulatory records of the advisors and firms, contribution to the firm’s revenues and profits, and quality of service. The Barron’s Top 100 list included Colony’s CEO, Michael Nathanson, for 2007 and 2009-2017.
Super Lawyers criteria: Candidates are evaluated on 12 indicators of peer recognition and professional achievement. Selections are made on an annual, state-by-state basis. The list included Michael Nathanson from 2004-2009.
Worth criteria: Individual advisor’s expertise, integrity, and dedication to the field of wealth management; portfolio management strategies; risk analysis; client service initiatives; and the educational and professional credentials of advisors. The Worth list included Michael Nathanson for 2008.
InvestmentNews criteria: Top 50 Best Places to Work (2018) - Be a registered investment adviser or affiliated independent broker-dealer; be in business a minimum of one year; have at least 15 employees. Colony was featured on the list in 2018.
Lifeworks is a registered investment advisor.
