Michael Jeffrey Nathanson

Chairman & Chief Executive Officer at The Colony Group LLC

Michael Jeffrey Nathanson

Michael Jeffrey Nathanson

Chairman & Chief Executive Officer at The Colony Group LLC

Biography

Mr. Michael J. Nathanson is a Chairman & Chief Executive Officer at The Colony Group LLC. He is on the Board of Directors at National Brain Tumor Society, Inc. Previously he served on the Fidelity Clearing and Custody Solutions 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. Having served as the Chairman of the Board of Directors of the National Brain Tumor Society for over five years. 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. Previously, he served as President, Chief Financial Officer, and General Counsel of The Colony Group. Prior to joining the firm, 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.

Overview
Career Highlights

The Colony Group LLC

RelSci Relationships

1540

Number of Boards

7

Number of Awards

7

Relationships
RelSci Relationships are individuals Michael Jeffrey Nathanson 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

Chief Marketing Officer at The Colony Group LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Managing Director & Senior Wealth Advisor at The Colony Group LLC

Relationship likelihood: Strong

Managing Director & Senior Wealth Advisor at The Colony Group LLC

Relationship likelihood: Strong

Managing Director & Senior Wealth Advisor at The Colony Group LLC

Relationship likelihood: Strong

Managing Director & Senior Wealth Advisor at The Colony Group LLC

Relationship likelihood: Strong

Chief Compliance Officer at The Colony Group LLC

Relationship likelihood: Strong

Paths to Michael Jeffrey Nathanson
Potential Connections via
Relationship Science
You
Michael Jeffrey Nathanson
Chairman & Chief Executive Officer at The Colony Group LLC
Education
Bachelor of Arts, summa cum laude

Brandeis University is an American private research university with a liberal arts focus. It is located in Waltham, Massachusetts, 9 miles (14 km) west of Boston. The university has an enrollment of approximately 3,600 undergraduate and 2,200 graduate students.[4] It was tied for 32nd among national universities in the United States in U.S. News & World Report 's 2014 rankings. Forbes listed Brandeis University as number 51 among all national universities and liberal arts colleges combined in 2013. Brandeis was founded in 1948 as a nonsectarian Jewish community-sponsored coeducational institution on the site of the former Middlesex University. The university is named for Louis Brandeis (1856–1941), the first Jewish Justice of the Supreme Court of the United States.

Juris Doctor, cum laude

Harvard Law School offers an energetic and creative learning environment, a diverse and dedicated faculty—whose expertise spans a broad array of legal subjects—and a student body that comes from every state in the U.S. and more than 70 countries around the world. Approximately 1,900 students attend HLS each year: 1,680 J.D. students, 160 LL.M. students, and 50 S.J.D. candidates. The faculty includes more than 100 full-time professors and more than 150 visiting professors, lecturers on law, and instructors. The curriculum features more than 260 courses and seminars that cover a broad range of traditional and emerging legal fields. A Harvard Law education prepares students for success in law practice, business, public service, teaching, and more. Most HLS students are pursuing a J.D. (Juris Doctor) degree, while many others are earning an LL.M. (Master of Laws) or the S.J.D. (Doctor of Juridical Science). Harvard Law School also offers many joint degree programs, coordinated programs, and concurrent degree opportunities with other schools within Harvard University. The Law School community is also home to numerous research programs and engaging publications, including books, scholarly periodicals, newsletters, and a weekly student newspaper.

LL.M. in Taxation

Boston University School of Law (BU Law) is the law school affiliated with Boston University. It is the second-oldest law school in Massachusetts and one of the first law schools in the country to admit students regardless of race or gender. It is also a member of the Association of American Law Schools and a charter member of the American Bar Association.

Memberships
Member

The Boston Bar Association, which also goes by the acronym BBA, is a volunteer non-governmental organization in Boston, Massachusetts, United States. With headquarters located at 16 Beacon Street in the historic Chester Harding House, across from the Massachusetts State House on Beacon Hill, the BBA has roughly 10,000 members drawn from private practice, corporations, government agencies, legal aid organizations, the courts, and law schools. It traces its origins to meetings convened by John Adams, the lawyer who provided pro bono representation to the British soldiers prosecuted for the Boston Massacre and went on to become the second president of the United States. The Boston Bar Association's stated mission is: "To advance the highest standards of excellence for the legal profession, to facilitate access to justice, and to serve the community at large."

Career History
Chairman & Chief Executive Officer
2004 - 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.

Senior Partner
Prior

Wilmer Cutler Pickering Hale and Dorr has expertise in areas including trial, appellate, Supreme Court, securities, regulatory, intellectual property, corporate transactions, bankruptcy, environmental, labor and employment, private client, real estate, and tax matters.

Boards & Committees
Advisor
Prior

Focus Financial Partners LLC provides wealth management services. It offers financial planning, benefit and investment consulting services to individuals, employers and institutions. The company was founded by Ruediger Adolf, Leonard Chang, and Rajini Sundar Kodialam in 2004 and is headquartered in New York, NY.

Member, Board of Directors
2011 - Prior

National Brain Tumor Society, Inc. operates a foundation focused on brain tumor treatment. The company was founded by G. Bonnie Feldman in 2008 and is headquartered in Newton, MA.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$5,000 - $10K
2013

National Brain Tumor Society, Inc. operates a foundation focused on brain tumor treatment. The company was founded by G. Bonnie Feldman in 2008 and is headquartered in Newton, MA.

Political Donations
$500
2015

Representative from Rhode Island's 2nd Congressional District

$500
2013

Representative from Rhode Island's 2nd Congressional District

Transactions
Details Hidden

Colony Multi-Strategy Fund LP raised money in a private placement transaction

Details Hidden

Colony Multi-Strategy Fund LP raised money in a private placement transaction

Awards & Honors
Rank #53
2014
Barron's Magazine - Top 100 Independent Financial Advisors
Rank #19
2013
Barron's Magazine - Top 100 Independent Financial Advisors
Rank #63
2012
Barron's Magazine - Top 100 Independent Financial Advisors
Events
Speaker
Orlando, FL, United States
2013 Barrons Top Independent Advisors Summit

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Michael Jeffrey Nathanson. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Michael Jeffrey Nathanson's profile does not indicate a business or promotional relationship of any kind between RelSci and Michael Jeffrey Nathanson.