Jay Carroll is the managing partner and founder of Colonial Wealth Management. Jay has been providing financial planning and investment advisory services to individuals and families for over 15 years. Prior to founding Colonial Wealth Management he was a managing director at one of Boston's largest financial firms. Jay has broad-based expertise in financial planning, individual tax planning and asset management, with a particular focus on asset allocation and investment strategies.

Mr. Carroll is a graduate of Boston College, the College for Financial Planning, a fellow of the Life Underwriters Council and serves as an office of supervisory jurisdiction for LPL Financial.

He resides in Wellesley, MA with his wife & 3 children.

 

David Valente has been part of the CWM team since 2003. Dave manages Financial Planning, Tax & Legal services for clients and is responsible for oversight of accounting & compliance for the firm.

Mr. Valente is a graduate of Boston College & Suffolk University Law School. He is a Certified Financial Planner, member of the Massachusetts Bar Association, Boston Estate Planning Council, Trust & Estates Consortium & Justinian Law Society. He is a weekly volunteer at a local animal shelter and resides in Weymouth, MA.
 
 

Bryan Keller is the investment analyst at Colonial Wealth Management. Bryan is responsible for overseeing the firm's investment policy including asset allocation, manager research, performance attribution, tax harvesting & trading. Bryan works closely with the LPL research team to implement our strategy into CWM's client portfolios.

Prior to joining CWM, Bryan worked at Kobren Management, an E*Trade company, as an investment analyst, as well as PNC Advisors and BlackRock Asset Management.

Mr. Keller is a graduate of Drexel University with a degree in finance and is a candidate for the Chartered Financial Analyst designation (CFA).

He lives in Charlestown, a neighborhood in Boston, MA.
 
 

Betsy Ranalli is the Client Service Associate at Colonial Wealth Management. Betsy oversees the operations for the firm and is responsible for new client integration, business processing, and general account maintenance

Prior to joining CWM, Betsy worked as a client service associate at Morgan Stanley and UBS. Betsy earned an MBA from Babson College and a BBA from the Honors Program at the University of Massachusetts-Amherst.

She resides in Newton, MA with her husband.

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