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IOC Investment Strategies

InterOcean Capital at The Colony Group

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

Retirement Plan Advisor
Senior Portfolio Manager
Managing Director, Platform Channels
Office Administrator
Senior Portfolio Manager
Senior Compliance Associate
Senior Wealth Advisor, Managing Director
Senior Wealth Advisor
Senior Portfolio Manager
Client Service Associate
Senior Vice President, Client Development
Client Service Manager
Portfolio Associate
Managing Director
Portfolio Manager
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