Mark Alan Derby
Gestionnaire de Portefeuille-Actions chez The Colony Group LLC
Profil
Mr. Mark A.
Derby is a Managing Director & Senior Wealth Advisor at The Colony Group LLC.
Mr. Derby provides financial, investment, and tax planning services to high-net-worth individuals, trusts, and pension plans.
He co-founded and served as Chief Executive Officer of Derby and Company, Inc. prior to merging with The Colony Group in 2021.
Previously, he founded and ran Mark Derby and Associates, a pension consulting firm.
He also worked for an international accounting firm KPMG Peat Marwick in the audit department.
He earned his Masters in Business Administration from Boston University.
He earned his CPA.
Postes actifs de Mark Alan Derby
| Sociétés | Poste | Début |
|---|---|---|
The Colony Group LLC
 The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Gestionnaire de Portefeuille-Actions | 31/12/2021 |
Anciens postes connus de Mark Alan Derby
| Sociétés | Poste | Fin |
|---|---|---|
DAC, Inc. (MA)
 DAC, Inc. (MA) Investment ManagersFinance Founded in 1987, Derby & Co., Inc. is a registered investment advisor located in Newton, Massachusetts. | Directeur Général | 31/12/2021 |
| KPMG Peat Marwick LLP | Corporate Officer/Principal | - |
Formation de Mark Alan Derby
| Boston University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
DAC, Inc. (MA)
DAC, Inc. (MA) Investment ManagersFinance Founded in 1987, Derby & Co., Inc. is a registered investment advisor located in Newton, Massachusetts. | Finance |
| KPMG Peat Marwick LLP | Commercial Services |
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
