Lisa Poff

Chief Marketing Officer at The Colony Group LLC

Lisa Poff

Lisa Poff

Chief Marketing Officer at The Colony Group LLC

Biography

Lisa is a marketing and communication specialist in the financial services industry who constantly looks for better and more interesting ways to communicate often complex financial concepts to clients. As Chief Marketing Officer at The Colony Group, Lisa is responsible for creating and implementing the firm’s strategic marketing and communications efforts including branding, digital and content marketing, social media, and public relations. She also serves on the firm’s Management Committee.

Lisa led the effort to create Her Wealth®, a women’s financial initiative gaining national recognition. She collaborates with the female senior financial advisors and tax and financial management professionals at The Colony Group to develop new programs designed to empower women with financial knowledge and confidence.

Lisa served as the Director of Marketing & Communications at Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. Prior to that, she was the Director of Communications of a nationally recognized wealth management firm in McLean, VA.

She attended Pennsylvania State University and California State University, Northridge where she majored in political science and journalism. She attained the Charted Mutual Fund Counselor (CMFC®) and Chartered Retirement Plan Specialist (CRPS®) designations.

Having attended culinary school and cooked in professional kitchens in Los Angeles and D.C., Lisa loves to cook. She also authored a cookbook of her most requested recipes for family and friends.

Overview
RelSci Relationships

224

Number of Boards

1

Number of Awards

3

Interests

Cooking

Contact Data
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Relationships
RelSci Relationships are individuals Lisa Poff likely has professional access to. A relationship does not necessarily indicate a personal connection.

Director of Private Strategies at The Colony Group LLC

Relationship likelihood: Strong

Director of Human Capital at The Colony Group LLC

Relationship likelihood: Strong

Chairman & Chief Executive Officer at The Colony Group LLC

Relationship likelihood: Strong

Managing Director & Senior Wealth Advisor at The Colony Group LLC

Relationship likelihood: Strong

Principal, Managing Director & Senior Wealth Advisor at The Colony Group LLC

Relationship likelihood: Strong

Senior Research Analyst at The Colony Group LLC

Relationship likelihood: Strong

Executive Vice President & Director of Proprietary Strategies at The Colony Group LLC

Relationship likelihood: Strong

Director of Financial Management Services at The Colony Group LLC

Relationship likelihood: Strong

Director of Finance at The Colony Group LLC

Relationship likelihood: Strong

Director of Family Office Services at The Colony Group LLC

Relationship likelihood: Strong

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Lisa Poff
Chief Marketing Officer at The Colony Group LLC
Education
Political Science & Journalism

California State University, Northridge is a vibrant, diverse university community of 38,310 students and more than 4,000 faculty and staff, sited on a 356-acre campus in the heart of Los Angeles' San Fernando Valley. As you explore the university's web site, you will find ample evidence of Cal State Northridge's commitment to the educational and professional goals of students, and its extensive service to the community.

Attendee

Penn State is a multicampus public research university that educates students from Pennsylvania, the nation and the world, and improves the well being and health of individuals and communities through integrated programs of teaching, research, and service. Penn State, founded in 1855 as an agricultural college, admitted its first class in 1859. Today Penn State is one of four “state-related” universities (along with the University of Pittsburgh, Temple University, and Lincoln University), institutions that are not state-owned and -operated but that have the character of public universities and receive substantial state appropriations.

Career History
Chief Marketing Officer
Current

The Colony Group works with high net worth individuals and their families, busy corporate executives, retirees and select institutions all across the nation—delivering deep expertise that goes far beyond investment management and encompasses asset allocation, tax and estate planning, retirement planning, risk management, philanthropic planning and the full array of financial counseling services.

Director of Communications
Prior - 2015

Glassman Wealth Services LLC is a private company headquartered in Vienna, VA, that provides investment advice. It was founded in 2009 by Barry Scott Glassman, he has been the CEO since that date.

Director of Marketing & Communications
Prior

Bridgewater Wealth & Financial Management LLC, a subsidiary of Focus Financial Partners LLC, is an American company located in Bethesda, MD. The firm provides investment advice. It was founded in 1996 by Ronald Joseph Rubin.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$1,000 +

TO GROW PHILANTHROPY TO HELP MEET THE MOST CRITICAL NEEDS OF THE COMMUNITY.

Political Donations
$2,000
2014

Co-Founder at American Crossroads

Awards & Honors
Series 7 - General Securities Representative
Chartered Retirement Plan Specialist
Chartered Mutual Fund Counselor
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