Mark Alan Derby
Gestore di Portafoglio-Azioni presso The Colony Group LLC
Profilo
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.
Posizioni attive di Mark Alan Derby
| Società | Posizione | Inizio |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 31/12/2021 |
Precedenti posizioni note di Mark Alan Derby
| Società | Posizione | Fine |
|---|---|---|
DAC, Inc. (MA)
 DAC, Inc. (MA) Investment ManagersFinance Founded in 1987, Derby & Co., Inc. is a registered investment advisor located in Newton, Massachusetts. | Amministratore Delegato | 31/12/2021 |
| KPMG Peat Marwick LLP | Corporate Officer/Principal | - |
Formazione di Mark Alan Derby
| Boston University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
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