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Lisa Poff

The Colony Group


Speaker Bio

As chief marketing officer for The Colony Group, Lisa Poff is responsible for creating and implementing the firm’s marketing, branding and communications strategies, and serves on the Management Committee. Her goal is to continually seek better and more interesting ways of communicating complex financial concepts to benefit clients in their life journeys. She collaborates with the company’s female senior financial advisors and management professionals to develop new programs designed to empower women with financial knowledge and confidence. One of the offshoots of her efforts is Her Wealth®, a women’s financial initiative that is gaining national recognition.



Prior to joining The Colony Group, Ms. Poff was the director of marketing and communications for Bridgewater Wealth & Financial Management. She previously held a similar role at a nationally recognized wealth management firm. She attended Penn State University and California State University, Northridge.

Speaker Sessions