Steve T. Sadler

Managing Director & Senior Wealth Advisor at The Colony Group LLC

Steve T. Sadler

Steve T. Sadler

Managing Director & Senior Wealth Advisor at The Colony Group LLC

Biography

Steve is a Managing Director, Senior Wealth Advisor, and Principal of The Colony Group. As one of the firm’s earliest Principals, Steve has enjoyed serving as the counselor to many of the company’s legacy clients for over 25 years. He uses his deep expertise to craft comprehensive and sophisticated wealth management plans for high net worth individuals, corporate executives, and organizations.

Steve is a member of the Board of Directors of the National Brain Tumor Society and serves on the Board of Advisors for the Graduate Tax Program and the Master of Financial Planning Program at Bentley University, is the former treasurer of the University of Massachusetts Foundation, and is a former member of the Finance Commission for the Town of Westwood. Steve previously has served as the Chairman of the Taxation Section of the Massachusetts Bar Association and has lectured and written on behalf of the MBA on numerous topics concerning tax and estate planning. He earned his Juris Doctor from Suffolk University School of Law, an LL.M. in Taxation from Boston University School of Law, and a Bachelor of Arts from the University of Massachusetts.

When not in the office, Steve enjoys skiing, biking, and swimming. He also participates in numerous Jimmy Fund events and enjoys visiting his two adult sons who live in Chicago.

Overview
Career Highlights

Sadler, Nathanson & Lupica, LLP

RelSci Relationships

391

Number of Boards

3

Number of Awards

2

Interests

Cycling, Family, Swimming, Skiing

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

Chairman & Chief Executive Officer at The Colony Group LLC

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

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Director of 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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Senior Vice President & Senior Investment Counselor at The Colony Group LLC

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Senior Research Analyst at The Colony Group LLC

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Chief Investment Strategist at The Colony Group LLC

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Manager of Tax Services at The Colony Group LLC

Relationship likelihood: Strong

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Steve T. Sadler
Managing Director & Senior Wealth Advisor at The Colony Group LLC
Education
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.

Juris Doctor

One great way to learn about a law school is to ask students and alumni for a story about a memorable experience. Here at Suffolk Law, the community is full of stories about life-changing moments in the law: working on a mobile app that helps pro se litigants; writing the rules of civil procedure in collaboration with an Indian tribe; clerking for a judge downtown during the 1L summer; representing a small entrepreneur in a trademark infringement case against Monster Energy Drink, are just a few of thousands of examples. Talk to our community members about our Top 20 ranked clinical, legal writing, dispute resolution and law technology programs; ask them about their relationships with faculty. And let their answers speak for themselves.

Bachelor of Arts

UMass Amherst, the flagship campus of the University of Massachusetts system, sits on nearly 1,450-acres in the scenic Pioneer Valley of Western Massachusetts, 90 miles from Boston and 175 miles from New York City. The campus provides a rich cultural environment in a rural setting close to major urban centers.

Memberships
Member

Founded in 1910, the Massachusetts Bar Association is a non-profit organization that serves the legal profession and the public by promoting the administration of justice, legal education, professional excellence and respect for the law. The MBA represents a diverse group of attorneys, judges and legal professionals across the commonwealth.

Career History
Managing Director & Senior Wealth Advisor
2011 - 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.

Founding Partner
Tenure Unconfirmed
Attorney
Prior
Political Donations
$200
1991
Awards & Honors
Admitted To The United States District Court Of Massachusetts
Admitted To The United States Court Of Appeals For The First Circuit
Other Affiliations
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Steve T. Sadler. 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 Steve T. Sadler's profile does not indicate a business or promotional relationship of any kind between RelSci and Steve T. Sadler.