CoverProfile

Denise Duffy

Senior Financial Counselor / Partner

The Colony Group

United States, Massachusetts, Boston

About Me

Denise is a Senior Wealth Advisor and a Principal of The Colony Group. She provides a broad range of sophisticated financial counseling services to wealth and investment management clients, using her expertise in taxation, estate planning, asset allocation, and investment management to create and implement strategies that help clients achieve their financial goals. Prior to joining The Colony Group in 2000, Denise worked for the law firm of Parker Scheer, LLP. She is admitted to practice law in the Commonwealth of Massachusetts. She is a 7-time winner of the Five Star Wealth Manager Award, as published by Boston Magazine.* Denise earned her Juris Doctor from Suffolk University School of L

View more

Profile Information

Senior Financial Counselor / Partner

The Colony Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Oct 5, 2024

Work Experience

The Colony Group

Senior Financial Counselor / Partner
Aug 2000 - Present
Email: dduffy@thecolonygroup.com

More profiles to browse

Profile Photo
Richard Steinberg
Chief Market Strategist, Principal & Co-Chairman of Investment Division
Profile Photo
Frank Brochin
Chief Investment Officer - Family Office Services
NG
Nadine Gordon Lee
Managing Director & President, Colony Family Office
SR
Steven Rothenberg
Senior Investment Advisor & Portfolio Manager

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation