Mark Alan Derby
Portfolio Manager-Equities at The Colony Group LLC
Profile
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.
Mark Alan Derby active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 30/12/2021 |
Former positions of Mark Alan Derby
| Companies | Position | End |
|---|---|---|
DAC, Inc. (MA)
 DAC, Inc. (MA) Investment ManagersFinance Founded in 1987, Derby & Co., Inc. is a registered investment advisor located in Newton, Massachusetts. | Chief Executive Officer | 30/12/2021 |
| KPMG Peat Marwick LLP | Corporate Officer/Principal | - |
Training of Mark Alan Derby
| Boston University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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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