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

Michael Nathanson, Chairman and Chief Executive Officer of The Colony Group, is a highly respected and experienced leader in the wealth management industry. He is relentlessly dedicated to bringing meaning and joy to the lives of Colony Group clients and team members by fostering a culture that values lifelong learning, cultivates innovation, and offers opportunities to live lives full of passion and purpose.

Michael’s passion is reflected in the recognition he has received, having 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.

As a lifelong learner, he is committed to sharing his knowledge and experience with clients, colleagues, and the next generation of industry leaders and is a frequent speaker at industry conferences. He also has 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.

Michael is a co-author of 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, Chief Executive, Financial Times, InvestmentNews, Financial Planning, Advisor Perspectives, Financial Advisor, Real Assets Adviser, the Boston Business Journal, and numerous journals and industry publications.

Michael is also passionate about public service. Having served as the Chairman of the Board of Directors of the National Brain Tumor Society for over five years, he 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.

Previously, Michael 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

1572

Number of Boards

7

Number of Awards

7

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Portfolio Manager, Director of Private Strategies at The Colony Group LLC

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Chief Marketing Officer at The Colony Group LLC

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

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Director, Human Capital at The Colony Group LLC

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Managing Director & Senior Wealth Advisor at The Colony Group LLC

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Managing Director & Senior Wealth Advisor at The Colony Group LLC

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Managing Director & Senior Wealth Advisor at The Colony Group LLC

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Managing Director & Senior Wealth Advisor at The Colony Group LLC

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

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Chief Compliance Officer at The Colony Group LLC

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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 operates a partnership of independent fiduciary wealth management firms. It provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. The company was founded by Ruediger Adolf, Leonard Chang, and Rajini Sundar Kodialam in 2004 and is headquartered in New York, NY.

Director-Emeritus
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

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$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
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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

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