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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

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
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
Joanne Kuong
Tax Manager
Ashley Ayala
IT Project 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
David Olson
Senior Wealth Advisor
Andrew Jiwoong Shin
Staff Accountant
Noah Talhami
Strategy Analyst
Heidi Weierstall
Tax Associate
Ben Park
Compliance Analyst
Trey Tremblay
Wealth Advisor
Michael Finnegan
Wealth Advisor
Jaimie Sousa
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

Board & advisors

John Vogelstein
Vice Chair

Teams

+163

Financial Advisory and Wealth Management

166 members

+13

Leadership Team

16 members

+13

Investment Operations and Analysis

16 members

+11

Finance and Accounting

14 members

+2

Marketing and Communications

5 members

+2

Strategy and Analytics

5 members

Offices

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