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Liz Talbot

Managing Director, Senior Wealth Advisor, Principal, Executive Director and Senior Financial Counselor

The Colony Group

United States, Massachusetts, Boston

About Me

Liz is a Managing Director, Senior Wealth Advisor, and a Principal of The Colony Group. She has been with the firm since 1991 and serves as a lead in managing some of the firm’s key client relationships. Liz has extensive experience in financial planning for high net worth individuals and families; a wealth of knowledge on tax, estate, and retirement planning; and deep expertise in the areas of investment management and asset allocation. She holds the Chartered Financial Analyst® designation and is a Certified Public Accountant. Before joining the firm, Liz worked for the international accounting firm of Ernst & Young, LLP. She also is a former adjunct faculty member of Suffolk Univer

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Profile Information

Managing Director, Senior Wealth Advisor, Principal, Executive Director and Senior Financial Counselor

The Colony Group

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Aug 20, 2024

Work Experience

The Colony Group

Executive Director and Senior Financial Counselor
Jan 1991 - Present
Email: ltalbot@thecolonygroup.com

Ernst & Young

Audit Senior
Jul 1982 - Jun 1986

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