Personal Financial Planning for Executives and Entrepreneurs / Progress in Mathematics (PDF)

Michael J. Nathanson is the Chair and Chief Executive Officer of The Colony Group, LLC. He is widely regarded as a leader in the wealth management industry and is committed to sharing his knowledge and experience with colleagues, clients, and the next generation of industry leaders. He is active in many industry-wide organizations and has served on numerous boards, including the Fidelity Institutional Wealth Services Advisor Council and the Schwab Advisor Services Advisory Board. Previously, he served on the Board of Advisors for Boston University's Program for Financial Planners and as Co-Chairman of the Boston Bar Association Tax Section. Previously, Nathanson served as President, Chief Financial Officer, and General Counsel of The Colony Group. Prior to joining The Colony Group, he was a Senior Partner at the international law firm of Wilmer Cutler Pickering Hale and Dorr LLP, where he held several leadership positions. He earned his Juris Doctor, cum laude, from Harvard Law School, an LL.M. in Taxation from Boston University School of Law, and a Bachelor of Arts, summa cum laude, from Brandeis University, where he was elected to membership in Phi Beta Kappa and was the recipient of numerous academic honors.¿







Additional Authors from The Colony Group include:



Jeffrey T. Craig, CFP®



Senior Vice President & Senior Wealth Advisor







Jennifer A. Geoghegan, MBA



Chief of Staff & Strategy







Max B. Haspel



Co-President, Business Owner Services & Senior Wealth Advisor







Nadine Gordon Lee, CPA/PFS, CFP®

Managing Director, Metro NY Offices & President, Colony Group Family Office









Michael Haber, JD, CFP®



Managing Director, Colony Wealth Management & Senior Wealth Advisor







Seth P. Hieken, MSF, CFA



Executive Vice President & Director