Andy Wig

Portfolio Manager-Equities at The Colony Group LLC

Finance

Consumer Services

Profile

Mr. Andrew J.
Wig, CFA MBA, is a Senior Portfolio Manager and Senior Vice President & Director of Portfolio Management at The Colony Group LLC.
He is also a Principal of the firm.
Having joined the firm over 10 years ago, he manages a select group of investment portfolios and covers the energy sector for the company’s equity portfolio strategies.
He also serves as Quality Control Officer of Colony Investment Management, the firm’s asset management division, and is responsible for implementing and monitoring the quality control policies and procedures for the division.
Before joining The Colony Group, Mr. Wig was employed as a Research Analyst at Congress Asset Management in Boston.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.
He earned a Master of Business Administration from Boston University and a Bachelor of Arts from Colgate University.

Andy Wig 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	2001-02-28

All active positions of Andy Wig

Former positions of Andy Wig

Companies	Position	End
Congress Asset Management Co. LLP Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds.	Analyst-Equity	-

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Training of Andy Wig

Boston University	Masters Business Admin
Colgate University	Undergraduate Degree

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Linked companies

Private companies	2
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
Congress Asset Management Co. LLP Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds.	Finance