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The Colony Group

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Wealth and business management advisors for successful individuals, families, businesses, institutions and non-profit organizations.

Industries

Consulting

Headquarters

Boston, United States

Employees

201-500

Links

Org chart

Andrew Roswell
Senior Research Analyst
Brian Leach
Senior Portfolio Manager
Rob Inches
Senior Portfolio Manager, Institutional Advisory Practice
Scott Morrison
Associate Wealth Advisor, Development Specialist, Colony Sports & Entertainment
Zinovy Iosovich
President & Chief Services Officer
Ron Rubin
President, Vice Chair
Terri A. Feeney
CFO
Jeanie M. Kirkiles
Chief Of Staff, Executive Offices
Stephanie Solakian Goldstein
Chief Marketing Officer
Eric Lee
VP, Institutional Advisory Practice
Pam Malek
Managing Director
Tara L. Elmaleh
Sr. Wealth Advisor
Justin Gilmartin
MD, Tax Services
Michael Haber
Senior Wealth Advisor & MD, Wealth Management
Sheila A. Ryan
MD, Operations
Steve Schuler
Senior Wealth Advisor & MD
Elisabeth Talbot
Senior Wealth Advisor & MD
Cary P. Geller
Senior Wealth Advisor & Managing Director
Ian D. Barclay
Senior Wealth Advisor & MD, Rocky Mountain Region
Susan Miller
Senior Wealth Advisor & MD, Dispute Resolution
James Fitts
Senior Wealth Advisor & MD, Business Owner Services
John F. Weeks
MD, Family Wealth & Business Transition Planning
Chen Chen
MD, Institutional Advisory Practice
Mark Derby
MD & Senior Wealth Advisor
Stephen Miller
Managing Director
Jonathan J. Derby
Managing Director
Rod MacDonald
Managing Director, Senior Wealth Advisor
Frank Brochin
Chief Investment Officer, Family Office Practice
Stephen T. Sadler
Senior Wealth Advisor & President, Colony Wealth Management
Max Haspel
Co-President, Business Owner Services & Senior Wealth Advisor
Jessica Picone
Digital Marketing Manager
Andrew Vogelstein
President, Institutional Advisory Practice
Rachel Zibrak
Senior Wealth Advisor & Portfolio Manager
Shellie Kurek Peters
Senior Wealth Advisor
Gary A. Gerulskis
MD & Senior Wealth Advisor
Patrick S. Donnelly
Senior Wealth Advisor
Cheryl L. Wilkinson
Senior Financial Counselor And Principal
Karen Baer
Senior Wealth Advisor
Ian Cole
Senior Wealth Advisor
Sean Erickson
Principal & Senior Wealth Advisor
Connor Sullivan
Senior Wealth Advisor
Erin Manganello
Senior Wealth Advisor
Dawn Doebler
Principal & Senior Wealth Advisor At The Colony Group
Matthew C. Gordon
Senior Wealth Advisor
Adam Firely
Wealth Advisor
Matthew H Foster
Senior Wealth Advisor
Cyndy Heiner
Senior Tax Manager
David Tracy
Senior Wealth Advisor
Brendan Hand
Senior Wealth Advisor
Christopher Johnson
Senior Wealth Advisor
Denise M. Duffy
Senior Wealth Advisor
Peter A. Mitrano
Senior Wealth Advisor
Jeffrey T. Craig
Senior Wealth Advisor
Christopher S. Holton
Senior Wealth Advisor
Nikol Tennant
Senior Wealth Advisor
Mack Nelson
Senior Wealth Advisor
Kittye Tilford
Wealth Advisor
Jonpaul McBride
Senior Wealth Advisor
Giancarlo Plati
Retirement Plan Advisor
Clare A. Ciervo
Associate Wealth Advisor
Andrew Hackett
Associate Wealth Advisor
Adriana Ramirez
Billing Specialist
Mark Lapman
Senior Wealth Advisor
Whitney Turner
Client Service Associate
Cyndie Teng
Client Service Associate
Rohan Roy
Institutional Advisory Services Associate
Alex Bodio
Advisory Team Associate
Jeff Harrison
Principal & MD
Kaleb Williams
Senior Compliance Associate
Joanne Kuong
Tax Manager
Sue Mullen
Senior Tax Associate
Lauren Ledger
Senior Wealth Advisor
David Sullivan
Senior Wealth Advisor
Billy Blase
Senior Wealth Advisor
Mimmy Cooper
Senior Wealth Advisor
Andrew Jiwoong Shin
Staff Accountant
Heidi Weierstall
Tax Associate
Ben Park
Compliance Analyst
Trey Tremblay
Senior Wealth Advisor
Adam Bowers
Associate Wealth Advisor
Quin Foreman
Multi-Asset Portfolio Associate
Joseph Midollo
Associate Wealth Advisor
Dominic Dina
Associate Wealth Advisor
Tanner Watson
Associate Wealth Advisor
Andrew J. Wig
Portfolio Manager
Robert H. Schundler
Senior Portfolio Manager & Director, Research
Jacques R. Elmaleh
Senior Portfolio Manager & Director, Research
Kailee Hicks
Client Service Manager, Paraplanner
Solomon Huss
Client Service Associate
Carmone Duncan-Copeland
Client Service Associate
Christopher Erdmann
Client Service Associate
Peggy Lynn
Client Service Associate
Mark Winecoff
Client Service Associate
Estelle Gonzalez
Client Service Associate
Tony Williams
Family Office Manager

Board & advisors

John Vogelstein
Vice Chair

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