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Max Haspel

President, Business Owner Services & Senior Wealth Advisor at The Colony Group

  • LinkedIn

Max is the President of Colony Business Owner Services and a Senior Wealth Advisor. With over 25 years of experience, Max leads Colony’s national Business Owner Services practice and its ...

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THE COLONY GROUP

THE COLONY GROUP

  • description Description
    The Colony Group is the smart choice for building, managing and preserving your wealth. We help successful individuals and their families, busy corporate executives, entrepreneurs and busines...

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  • Employees count Employees 201-500
  • Revenue Revenue 10 Million to 25 Million
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The Colony Group Org Chart and Mapping

Employees

Jason Blackwell

Principal & Chief Investment Strategist

Dominica Bonanno

Client Service and Operations Manager

Cfp® Patrick Donnelly

Principal, Vice President, and Senior Wealth Advisor

Amy McMaster

Managing Director, Client Services & Operations

Gina Bradley

Chief Operating Officer and Legal Counsel

Denise Duffy

Senior Financial Counselor / Partner

Cathie Thomas

Customer Service Manager

Frequently Asked Questions Regarding Max Haspel

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Answer: Max Haspel’s role in The Colony Group is President, Business Owner Services & Senior Wealth Advisor

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Answer: Max Haspel is the current President, Business Owner Services & Senior Wealth Advisor at The Colony Group.... Read More

Answer: Max Haspel works The Colony Group located at 50 Derby St Ste 200, Boston, Massachusetts, 02043, United States

Answer: The Colony Group's President, Business Owner Services & Senior Wealth Advisor is Max Haspel

Answer: Max Haspel contact details:

  • Phone number  :  (***)-***-****
  • Email  :  m****@thecolonygroup.com

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