Pricing

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

Zinovy Iosovich

President & Chief Services Officer

Ron Rubin

President, Vice Chair

Gina K. Bradley

COO, General Counsel

Terri A. Feeney

CFO

Vincent J. Gratch

Deputy Chief Compliance Officer

Richard D. Steinberg

Chief Market Strategist

Jeanie M. Kirkiles

Chief Of Staff, Executive Offices

Stephanie Solakian Goldstein

Chief Marketing Officer

Eric Lee

VP, Institutional Advisory Practice

Pam Malek

Managing Director

Amir Malek

Managing Director

Tara L. Elmaleh

Managing Director, Finance

Justin Gilmartin

MD, Tax Services

Michael Haber

Senior Wealth Advisor & MD, Wealth Management

Tim Jester

MD, Institutional Advisory Practice

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

Nadine Gordon Lee

President, Colony Family Office & MD, Metro NY Offices

Craig S. Jones

Senior Wealth Advisor & MD, Rocky Mountain Region

Ian D. Barclay

Senior Wealth Advisor & MD, Rocky Mountain Region

Susan Miller

Senior Wealth Advisor & MD, Dispute Resolution

Fred Baird

Senior Wealth Advisor & Managing Director, Metro-West

James Fitts

Senior Wealth Advisor & MD, Business Owner Services

Donald Harris

MD & Senior Portfolio Manager

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

MD & Senior Wealth Advisor

Brad Levin

MD & Senior Wealth Advisor

Rod MacDonald

Managing Director, Senior Wealth Advisor

John P. Paduano

Portfolio Manager & MD, Institutional Advisory Practice

Matthew Salotti

Portfolio Manager & MD, Institutional Advisory Practice

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

Stephen R. Stelljes

Senior Wealth Advisor & President of Client Services

Nina Mitchell

Senior Wealth Advisor & Co-President, Colony Sports and Entertainment

Jennifer Chang

Director, Institutional Advisory Practice

Zi Wang

Director, Institutional Advisory Practice

Sriram Iyer

Director, Institutional Advisory Practice

Rachel Zibrak

Senior Wealth Advisor & Portfolio Manager

Lisa C. Longest

Senior Investment Advisor

Shellie Kurek Peters

Senior Wealth Advisor

Todd Silverman

Senior Wealth Advisor

Gary A. Gerulskis

MD & Senior Wealth Advisor

Matthew R. Rapoport

Senior Wealth Advisor

Gail A. Sullivan

Senior Wealth Advisor

Joseph Salvati

Senior Wealth Advisor

Sheryl A. Rothman

Senior Wealth Advisor

Patrick S. Donnelly

Senior Wealth Advisor

Rick MacDonald

Senior Wealth Advisor

Cheryl L. Wilkinson

Senior Financial Counselor And Principal

Wayne Zussman

Senior Wealth Advisor

Alexander I. Hock

Senior Wealth Advisor

Jeremy K. Kuhlen

Senior Wealth Advisor

Lori B. Deane

Principal, Senior Wealth Advisor

Karen Baer

Senior Wealth Advisor

Ian Cole

Senior Wealth Advisor

Sean Erickson

Principal & Senior Wealth Advisor

Connor Sullivan

Senior Wealth Advisor

Indrika Arnold

Senior Wealth Advisor

Kenneth A. Pritzker

Senior Wealth Advisor

Erin Manganello

Senior Wealth Advisor

Dawn Doebler

Principal & Senior Wealth Advisor At The Colony Group

Jay A. Lupica

Senior Wealth Advisor

Matthew C. Gordon

Senior Wealth Advisor

Adam Firely

Senior Wealth Advisor

Jim Johnston

Senior Wealth Advisor

Erin M. Sullivan

Senior Wealth Advisor

Scott McDonald

Senior Wealth Advisor

Michael T. Wright

Senior Wealth Advisor

Matthew H Foster

Senior Wealth Advisor

Bill Weydemeyer

Senior Wealth Advisor

Cyndy Heiner

Senior Tax Manager

David Tracy

Senior Wealth Advisor

Jack Clark

Senior Wealth Advisor

Brendan Hand

Senior Wealth Advisor

Christopher Johnson

Senior Wealth Advisor

Nan Vlad

Senior Wealth Advisor

Jeff Donham Cfp

Senior Wealth Advisor

Denise M. Duffy

Senior Wealth Advisor

Peter A. Mitrano

Senior Wealth Advisor

Jeffrey T. Craig

Senior Wealth Advisor

Matt Ilteris

Senior Wealth Advisor

Christopher S. Holton

Senior Wealth Advisor

Nikol Tennant

Senior Wealth Advisor

M. Susan Van Bergen

Wealth Advisor

Mack Nelson

Senior Wealth Advisor

Kittye Tilford

Wealth Advisor

Daniel Tisser

Senior Wealth Advisor

Jonpaul McBride

Wealth Advisor

Giancarlo Plati

Retirement Plan Advisor

Maria B. Bardales

Client Service Associate

Clare A. Ciervo

Associate Wealth Advisor

Andrew Hackett

Associate Wealth Advisor

Adriana Ramirez

Billing Specialist

Mark Lapman

Senior Wealth Advisor

Beltran Maroto Tobias

Client Service Associate

Whitney Turner

Client Service Associate

Maddie Brichacek

Client Service Associate

Brian Mejia

Client Service Associate

Cyndie Teng

Client Service Associate

Rohan Roy

Institutional Advisory Services Associate

Jackie Phan

Marketing Communications Manager

Alex Bodio

Portfolio Associate

Jeff Harrison

Principal & MD

Kaleb Williams

Senior Compliance Associate

Tax Manager

IT Project Manager

Senior Tax Associate

Senior Wealth Advisor

David Sullivan

Senior Wealth Advisor

Billy Blase

Senior Wealth Advisor

Mimmy Cooper

Senior Wealth Advisor

David Olson

Senior Wealth Advisor

Staff Accountant

Strategy Analyst

Tax Associate

Compliance Analyst

Wealth Advisor

Wealth Advisor

Senior Wealth Advisor

Christine A. Crigler

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

Teams

+164

Financial Advisory and Wealth Management

167 members

+13

Leadership Team

16 members

+14

Investment Operations and Analysis

17 members

+11

Finance and Accounting

14 members

Marketing and Communications

5 members

Strategy and Analytics

5 members

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