CoverProfile

Jay Lupica

Senior Wealth Advisor, Principal

The Colony Group

United States, Massachusetts, Hingham

About Me

Jay is a Senior Wealth Advisor and a Principal of The Colony Group. In addition to his law degree, he currently holds the professional designations of Certified Trust and Financial Advisor (CTFA) and the Accredited Estate Planner® (AEP®). Prior to joining The Colony Group in 2000, Jay was a practicing attorney for 20 years specializing in estate planning, real estate, and business transactional law. Jay now incorporates that expertise into comprehensive and integrated wealth strategies that include advanced estate and financial planning, philanthropy, and investment management services for high net worth individuals and families and help them build and realize a vision for their legacies.
View more

Profile Information

Senior Wealth Advisor, Principal

The Colony Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Hingham

Massachusetts

United States

May 16, 2024

More profiles to browse

Profile Photo
Frank Brochin
Senior Managing Director
FB
Fred Baird
Principal, Managing Director & Senior Wealth Advisor
KS
Kristina Saunders
Senior Portfolio Manager
SH
Seth Hieken
Portfolio Manager/Managing Director

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners