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


Liz Talbot
Managing Director, Senior Wealth Advisor, Principal, Executive Director and Senior Financial Counselor
The Colony Group
United States, Massachusetts, Boston
About Me
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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