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
Jason Blackwell
Principal & Chief Investment Strategist
Profile Photo
Joseph Salvati
Senior Wealth Advisor and Principal
Profile Photo
Danielle Mackinnon
Vice President, Senior Financial Counselor
Profile Photo
Erin Manganello
Senior Financial Counselor at The Colony Group

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc