Leadership Team

Adam Firely

Senior Wealth Advisor

Alexander I. Hock

Senior Wealth Advisor

Amir Malek

Managing Director

Andrew Vogelstein

President, Institutional Advis...

Bill Weydemeyer

Senior Wealth Advisor

Brad Levin

MD & Senior Wealth Advisor

Brendan Hand

Senior Wealth Advisor

Brian Katz

Chief Investment Officer & Pre...

Cary P. Geller

Senior Wealth Advisor & Managi...

Chen Chen

MD, Institutional Advisory Pra...

Cheryl L. Wilkinson

Senior Wealth Advisor

Christopher Johnson

Senior Wealth Advisor

Christopher S. Holto...

Senior Wealth Advisor

Connor Sullivan

Senior Wealth Advisor

Craig S. Jones

Senior Wealth Advisor & MD, Ro...

Cyndy Heiner

Senior Director, Tax & Financi...

Daniel Tisser

Wealth Advisor

David Tracy

Senior Wealth Advisor

Dawn Doebler

Senior Wealth Advisor

Denise M. Duffy

Senior Wealth Advisor

Donald Harris

MD & Senior Portfolio Manager

Elisabeth Talbot

Senior Wealth Advisor & MD

Eric Lee

VP, Institutional Advisory Pra...

Erin M. Sullivan

Senior Wealth Advisor

Erin Manganello

Senior Wealth Advisor

Frank Brochin

Chief Investment Officer, Fami...

Fred Baird

Senior Wealth Advisor & Managi...

Gail A. Sullivan

Senior Wealth Advisor

Gary A. Gerulskis

MD & Senior Wealth Advisor

Giancarlo Plati

Retirement Plan Advisor

Gina K. Bradley

COO, General Counsel

Ian Cole

Senior Wealth Advisor

Ian D. Barclay

Senior Wealth Advisor & MD, Ro...

Indrika Arnold

Senior Wealth Advisor

Jack Clark

Senior Wealth Advisor

James Fitts

Senior Wealth Advisor & MD, Bu...

Jason Blackwell

Chief Investment Strategist

Jay A. Lupica

Senior Wealth Advisor

Jeanie M. Kirkiles

Deputy Chief of Staff

Jeff Donham Cfp

Senior Wealth Advisor

Jeffrey T. Craig

Senior Wealth Advisor

Jennifer Chang

Director, Institutional Adviso...

Jeremy K. Kuhlen

Senior Wealth Advisor

Jim Johnston

Senior Wealth Advisor

John F. Weeks

MD, Family Wealth & Business T...

John P. Paduano

Portfolio Manager & MD, Instit...

Jonathan J. Derby

MD & Senior Wealth Advisor

Jonpaul McBride

Wealth Advisor

Joseph Salvati

Senior Wealth Advisor

Justin Gilmartin

MD, Tax Services

Karen Baer

Senior Wealth Advisor

Kenneth A. Pritzker

Senior Wealth Advisor

Kerri-Lyn Larosee

VP, Human Capital

Kerri-Lyn Larosee

SVP, Human Capital

Kittye Tilford

Wealth Advisor

Lisa C. Longest

Senior Investment Advisor

Lori B. Deane

Senior Wealth Advisor

M. Susan Van Bergen

Wealth Advisor

Mack Nelson

Wealth Advisor

Mark Derby

MD & Senior Wealth Advisor

Marshall G. Rowe

Co-President, Business Owner S...

Matt Ilteris

Senior Wealth Advisor

Matthew C. Gordon

Senior Wealth Advisor

Matthew H Foster

Senior Wealth Advisor

Matthew R. Rapoport

Senior Wealth Advisor

Matthew Salotti

Portfolio Manager & MD, Instit...

Max Haspel

Co-President, Business Owner S...

Michael Haber

Senior Wealth Advisor & MD, We...

Michael J. Nathanson

CEO & Chair

Michael T. Wright

Senior Wealth Advisor

Nadine Gordon Lee

President, Colony Family Offic...

Nan Vlad

Senior Wealth Advisor

Nikol Tennant

Senior Wealth Advisor

Nina Mitchell

Senior Wealth Advisor & Co-Pre...

Pam Malek

Managing Director

Patrick S. Donnelly

Senior Wealth Advisor

Peter A. Mitrano

Senior Wealth Advisor

Rachel Zibrak

Senior Wealth Advisor & Portfo...

Richard D. Steinberg

Chief Market Strategist

Rick MacDonald

Senior Wealth Advisor

Robert J. Glovsky

Vice Chair & Principal

Rod MacDonald

Managing Director, Senior Weal...

Ron Rubin

President, Vice Chair

Scott McDonald

Senior Wealth Advisor

Sean Erickson

Senior Wealth Advisor

Sheila A. Ryan

MD, Operations

Shellie Kurek Peters

Senior Wealth Advisor

Sheryl A. Rothman

Senior Wealth Advisor

Sriram Iyer

Director, Institutional Adviso...

Stephanie Solakian G...

Chief Marketing Officer

Stephen Miller

MD, Institutional Advisory Pra...

Stephen R. Stelljes

Senior Wealth Advisor & Presid...

Stephen T. Sadler

Senior Wealth Advisor & Presid...

Steve Schuler

Senior Wealth Advisor & MD

Susan Miller

Senior Wealth Advisor & MD, Di...

Tamara L. Wells

Royalty Director

Tara L. Elmaleh

Managing Director, Finance

Terri A. Feeney

CFO

Tim Jester

MD, Institutional Advisory Pra...

Todd Silverman

Senior Wealth Advisor

Vincent J. Gratch

Chief Compliance Officer

W. Shane Glass

President, Colony Business Man...

Wayne Zussman

Senior Wealth Advisor

Zi Wang

Director, Institutional Adviso...

Zinovy Iosovich

President & Chief Services Off...