InterOcean Capital - The Colony Group

The Colony Group

Core Offerings

Your Family Office Business Management

Select Client Specializations

Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO Solutions

Your Family Office

The Colony Group is reimagining the “family office” for clients. Once only available to the wealthiest families, you now have access to our collection of distinct, selective family office services—all in one place and delivered by a coordinated team of financial specialists.

Business Management

Entertainers, athletes, executives, business owners, family enterprises, and non-profit organizations choose The Colony Group to manage the accounting and financial details that come with their great achievements. Explore a rich array of business management services to help keep you on track and in control of your business and personal finances.

Business Owners

Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.

Executives

Executives – corporate, private company, or venture capital – face unique challenges. The Colony Group’s deep understanding of how to navigate these complexities helps you maximize income and the joy it can bring you.

Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.

Professionals

For over 30 years, we have helped attorneys, physicians, and other accomplished professionals gain control over their finances with the goal to create lasting wealth.

Attorneys, Physicians & Other Professionals

Entertainers & Athletes

Entertainers
- Business Management
  Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
Athletes
- Career Phase Strategies & Business Management
  Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.

Institutions – OCIO Solutions

Core Offerings

Your Family Office Business Management

Select Client Specializations

Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO Solutions

Your Family Office

The Colony Group is reimagining the “family office” for clients. Once only available to the wealthiest families, you now have access to our collection of distinct, selective family office services—all in one place and delivered by a coordinated team of financial specialists.

Business Management

Entertainers, athletes, executives, business owners, family enterprises, and non-profit organizations choose The Colony Group to manage the accounting and financial details that come with their great achievements. Explore a rich array of business management services to help keep you on track and in control of your business and personal finances.

Business Owners

Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.

Executives

Executives – corporate, private company, or venture capital – face unique challenges. The Colony Group’s deep understanding of how to navigate these complexities helps you maximize income and the joy it can bring you.

Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.

Professionals

For over 30 years, we have helped attorneys, physicians, and other accomplished professionals gain control over their finances with the goal to create lasting wealth.

Attorneys, Physicians & Other Professionals

Entertainers & Athletes

Entertainers
- Business Management
  Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
Athletes
- Career Phase Strategies & Business Management
  Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.

Institutions – OCIO Solutions

To access your client login, please click on the “Client Access” button on the top right corner of this page and select InterOcean Capital Access from the menu.

IOC Investment Strategies

As of May 1, 2024, InterOcean Capital has merged with The Colony Group! Colony is a highly-respected fellow partner firm of Focus Financial Partners, with considerable resources that will allow us to enhance and expand the services that we can offer. As part of our continuing evolution, we believe that we can better serve our clients by combining our firm with Colony, whom we have long known and respected. Like InterOcean Capital, Colony has a deep-rooted history of providing client-focused wealth management services. We are excited about our future together and our ability to provide you with the enhanced resources of the combined firm.

Your Team

William Barclay

Portfolio Associate

Josh Berger

Senior Portfolio Associate

Mark Bergsohn, CFA

Senior Portfolio Manager

Jason Buck, CFP®

Managing Director, Platform Channels

Jeffrey Camp, CFA, MBA

Managing Director, SENIOR PORTFOLIO MANAGER

Michael Carlin, AIF®, WMS℠

Managing Director, Insurance and Retirement Solutions

Mark Carr

President, Platform Channels

Brian Cook, AIF®

Managing Director, Senior Wealth Advisor

Drew Cook, MS

Senior Portfolio Associate

Mackenzie Cunningham, CFA

Portfolio Manager

Andrew D'Aprile, CPA

Senior Portfolio Associate

Chris Davis

Senior Vice President, Client Development

Cassie DiAntonio

Client Service Manager

Mike Dixon, CFP®

Senior Vice President, Client Development

Colleen Doyle

Client Service Manager

Rege Eisaman, CFA, MBA

Managing Director, Vice Chair

Tyler Harrison, CFP®

Portfolio Manager

Alex Hattenhauer, CFA

Portfolio Manager

Troy Heurlin, CFA

Director, Business Analytics

David Janczewski, CFA, CFP®

Managing Director, Senior Wealth Advisor

Jason Kennedy, AIF®, CPFA®

Retirement Plan Advisor

Bhavna Khurana, CFA

Senior Portfolio Manager

Erik Larson, CFA, CPA

Managing Director, Platform Channels

Christina Martinicca

Office Administrator

Jack McCormick, MBA

Senior Portfolio Manager

O. Needom Mitchell, III, JD

Senior Compliance Associate

Robin Patinkin, CFA, CFP®, MBA

Senior Wealth Advisor, Managing Director

Drake Qualls, CFP®

Senior Wealth Advisor

Nick Rounds, CFA

Senior Portfolio Manager

Forrest Sumlar, JD

Deputy CCO

Micheal Upshaw Jr.

Client Service Associate

David Venegas

Senior Vice President, Client Development

Rebecca Verr

Client Service Manager

Matt Vietri

Portfolio Associate

Arthur Zaske

Managing Director

David Zaske, MBA

Portfolio Manager

Shaunna Zoeckler, CDFA®

Senior Wealth Advisor

Have Questions?

We’re Here To Help You!

Contact Jason Buck, CFP®, Managing Director, Platform Channels

Meet The Colony Group

IOC Investment Strategies