Investment Strategies
Estate Planning
Philanthropic Planning
Executives
Business Owners
Attorneys
Living Classrooms Rising Star Award 2017,
Forbes 2023 Best-In-State Next-Gen Wealth Advisor,
2023 AdvisorHub’s Advisors to Watch
As a Senior Wealth Advisor and Principal at The Colony Group, Chris brings deep expertise in financial markets and investment strategy to the clients he serves. In addition, he performs ongoing portfolio analysis, asset allocation recommendations, and participates in investment research and due diligence for client of The Colony Group.
Chris served as a Senior Wealth Advisor and Director of Research of Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. He was also an institutional investment analyst for Cambridge Associates. Chris holds the Series 65 license.
Chris earned a Master of Business Administration in Finance from the University of Maryland and a Bachelor of Arts in Economics and Government from Georgetown University. He was recognized by The Living Classroom Foundation and Politico as a Rising Star in 2017 for his outstanding professional and personal achievements.
Chris began trading stocks through his private brokerage account while still in college, igniting his interest in investment management.
AdvisorHub’s criteria: Advisors to Watch (2023) – The Advisors to Watch ranking uses three main criteria in its methodology: scale, growth, and professionalism.
Forbes Best-In-State Wealth Advisors criteria (2018, 2020, 2021, 2022, 2023): Based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data, including years of experience, revenue trends, AUM, compliance records, client retention, best practices, and approach to working with clients. The following advisors received this recognition: Liz Talbot (2023), Richard Steinberg (2019-2021), Ron Rubin (2018, 2020), Craig Jones (2019-2022), Jeremy Kuhlen (2019-2020), and Max Haspel (2020-2023). Ron Rubin’s 2018 recognition was based on information submitted by Bridgewater Wealth & Financial Management prior to its merger into The Colony Group on January 1, 2018. Best-in-State Next-Generation: Chris Johnson (2023).
Congratulations to the following Colony Group team members for being named to Forbes’ 2024 Best-in-State Wealth Advisors List: Debra Brede, Principal and Senior Wealth Advisor, D.K. Brede Investment Management...
We are pleased to announce that The Colony Group’s Chris Johnson, MBA, Senior Wealth Advisor, has been selected and ranked in Forbes “Best-In-State Next-Gen Wealth Advisor” list for 2023....
The Colony Group’s Jack Clark, MBA, CFA, CFP®, Senior Wealth Advisor, Christopher Johnson, MBA, Senior Wealth Advisor, Matthew Rapoport, CFP®, MST, Senior Wealth Advisor, Erin Sullivan, CFP® Senior Wealth...