Trusted partners in your lifelong journey.

We are more than money managers. Our teams can proactively address your financial needs while helping you orchestrate business and other deals, build plans for your successors, and guide you as you create a life your wealth allows you to live.

The Colony Group is a talented, innovative and expansive team specializing in many disciplines, ready to address any need you have.

Certifications & Designations

The Colony Team maintains dedication to the highest standards

From CFP®, CFA and CPA to MBA, JD, LLM and PhD, our team is recognized through industry-leading designations.

Meet the many perspectives of your team

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A cut out of Arizona
Arizona
  1. Phoenix, AZ
  2. Scottsdale, AZ
California
  1. Calabasas, CA
  2. Los Angeles / Santa Monica, CA
  3. Palo Alto, CA
  4. Sacramento, CA
  5. San Diego, CA
Colorado
  1. Denver, CO
Connecticut
  1. Greenwich, CT
  2. West Hartford, CT
  3. Westport, CT
Florida
  1. Boca Raton, FL
  2. Miami, FL
  3. Naples, FL
  4. Naples, FL
Georgia
Georgia
  1. Atlanta, GA
Illinois
Illinois
  1. Chicago, IL
  2. Chicago, IL
Maryland
  1. Bethesda, MD
  2. Centreville, MD
  3. Hunt Valley, MD
Massachusetts
  1. Boston, MA
  2. Boston, MA (Broad Street)
  3. Hingham, MA
  4. Needham, MA
  5. Newton, MA
  6. North Andover, MA
  7. Southborough, MA
  8. Wellesley, MA
  9. Wellesley, MA (Wellesley Gateway North Rte. 9)
  10. Westford, MA
Michigan
Michigan
  1. Bingham Farms, MI
New Hampshire
  1. Concord, NH
  2. Windham, NH
New Jersey
  1. Millburn, NJ
  2. Parsippany, NJ
New York
  1. Albany, NY
  2. Babylon, NY
  3. New York, NY
A decorative cut out of Wayne, PA
Pennsylvania
  1. Wayne, PA
Tennesse
Tennessee
  1. Nashville, TN
Virginia
  1. Reston, VA
  2. Richmond, VA
Washington, DC
  1. Washington, DC
  1. Leadership
  2. Family Office
  3. Business Management
  4. Tax Services
  5. Companies & Non-Profits
  6. Operations & Client Service
  1. Athletes
  1. Wealth Advisors
  2. Investment Professionals
  3. Divorce & Dispute Resolution
  1. Management
  2. Executive Committee
  3. Principals
Kelli A. Adams, CFP®

Kelli A. Adams, CFP®

Senior Wealth Advisor
Christopher Alleman

Christopher Alleman

Equity Research Analyst
Kelly Anastasi

Kelly Anastasi

Director, Business Management
Antonio Angeles

Antonio Angeles

Senior Bookkeeper
Heather M. Anthony, CPA

Heather M. Anthony, CPA

Senior Manager, Tax Services
Christina Arias

Christina Arias

Senior Associate, Operations
Brandon Arnold

Brandon Arnold

Associate Wealth Advisor
Indrika Arnold, MSFP, CFP®

Indrika Arnold, MSFP, CFP®

Senior Wealth Advisor
Crystal Austin

Crystal Austin

Associate, Institutional Advisory Practice
Ashley Ayala

Ashley Ayala

IT Project Manager
Sharon Azoy

Sharon Azoy

Account Manager
Karen Baer, CSA<sup>®</sup>, CDFA<sup>®</sup>

Karen Baer, CSA®, CDFA®

Senior Wealth Advisor
Jack Baird, MBA

Jack Baird, MBA

Senior Portfolio Manager
Fred Baird

Fred Baird

Managing Director, Senior Wealth Advisor
Ian D. Barclay, CPA, PFS

Ian D. Barclay, CPA, PFS

Managing Director, Senior Wealth Advisor
William Barclay

William Barclay

Portfolio Associate
Maria B. Bardales

Maria B. Bardales

Client Service Associate
Kathleen Barrett

Kathleen Barrett

Office Administrator
Ryan J. Bartholomew, JD, LL.M

Ryan J. Bartholomew, JD, LL.M

Senior Wealth Advisor
Nate Baynes

Nate Baynes

Associate Wealth Advisor
Andrew Belastock, CFA

Andrew Belastock, CFA

Portfolio Strategist, Family Office Practice
Mark H. Bergsohn, CFA, CFP®

Mark H. Bergsohn, CFA, CFP®

Senior Portfolio Manager
Eric Berquist, JD, LL.M

Eric Berquist, JD, LL.M

Wealth Advisor
Adam Birenbaum

Adam Birenbaum

Chief Executive Officer
Jason Blackwell, CFA

Jason Blackwell, CFA

Chief Investment Strategist
Billy Blase, MBA, ChFC®

Billy Blase, MBA, ChFC®

Senior Wealth Advisor
Aaron Bock, CFA

Aaron Bock, CFA

Senior Portfolio Manager, Director of Manager Research
Alex Bodio

Alex Bodio

Portfolio Associate
Robert F. Bodio, Jr., JD

Robert F. Bodio, Jr., JD

Senior Wealth Advisor
Dominica Bonanno

Dominica Bonanno

Director, Operations
Adam Bowers, CFP®

Adam Bowers, CFP®

Associate Wealth Advisor
Gina K. Bradley, JD

Gina K. Bradley, JD

Chief Operating Officer, Legal Counsel
Maddie Brichacek

Maddie Brichacek

Client Service Associate
Krystina Bright

Krystina Bright

Marketing Project Manager
Gregory Britton, CRPC®, ChFC®, CLU®, CASL®

Gregory Britton, CRPC®, ChFC®, CLU®, CASL®

Managing Director, Wealth Management
Frank Brochin, Ph.D.

Frank Brochin, Ph.D.

Chief Investment Officer, Family Office Practice
David L. Brodsky, JD, MBA, MSA, CPA, CDFA®

David L. Brodsky, JD, MBA, MSA, CPA, CDFA®

Senior Wealth Advisor
Ann Brownholtz, CPA

Ann Brownholtz, CPA

Senior Tax Manager
Jason L. Buck, CFP®

Jason L. Buck, CFP®

Managing Director, Platform Channels
Jeffrey S. Camp, CFA, MBA

Jeffrey S. Camp, CFA, MBA

Managing Director, Senior Portfolio Manager
Michael J. Carlin, AIF®,WMS℠

Michael J. Carlin, AIF®,WMS℠

Managing Director, Insurance and Retirement Solutions
Brittany Carr

Brittany Carr

Senior Associate, Tax Operations
Mark E. Carr

Mark E. Carr

President, Platform Channels
Maggie Carroll

Maggie Carroll

Client Services Associate
Richard H. Carroll

Richard H. Carroll

Manager, Investment Operations
Ryan T. Casey

Ryan T. Casey

Junior Portfolio Manager
Carol W. Cassoli

Carol W. Cassoli

Associate Wealth Advisor
Drew Castleman

Drew Castleman

Portfolio Associate
Callahan Ceplenski, CFP®

Callahan Ceplenski, CFP®

Wealth Advisor
Jennifer Chang, CFA

Jennifer Chang, CFA

Director, Institutional Advisory Practice
Kevin Charles, CPA

Kevin Charles, CPA

Tax Manager
Michele Charno, MBA

Michele Charno, MBA

Manager, Investment Operations
Chen Chen, CFA

Chen Chen, CFA

Portfolio Manager, Managing Director
Diana Cheung, MSF, CFP®

Diana Cheung, MSF, CFP®

Associate Wealth Advisor
Tiffany Choice

Tiffany Choice

Client Service Manager
Edward A. Ciancarelli, CFA, MBA, MSF

Edward A. Ciancarelli, CFA, MBA, MSF

Senior Portfolio Manager
Bryan J. Ciborowski

Bryan J. Ciborowski

Vice President, Client Development
Clare A. Ciervo, CFP®

Clare A. Ciervo, CFP®

Associate Wealth Advisor
Ryan Clancey, MST, CPA

Ryan Clancey, MST, CPA

Associate Wealth Advisor
Jack Clark, MBA, CFA, CFP<sup>®</sup>

Jack Clark, MBA, CFA, CFP®

Senior Wealth Advisor
Evan Cohen

Evan Cohen

Vice President, Information Technology
Ian Cole, CFA, CFP<sup>®</sup>

Ian Cole, CFA, CFP®

Senior Wealth Advisor
Meghan Cole

Meghan Cole

Senior Accountant
Kathyrn Matthews Collings, JD, CFA

Kathyrn Matthews Collings, JD, CFA

Consultant
Brian Cook, AIF®

Brian Cook, AIF®

Managing Director, Senior Wealth Advisor
Drew T. Cook, MSF

Drew T. Cook, MSF

Senior Portfolio Associate
Mimmy Cooper, MBA

Mimmy Cooper, MBA

Senior Wealth Advisor
Leslie Cormier

Leslie Cormier

Client Service Manager
Tony Cornejo, CFP®

Tony Cornejo, CFP®

Associate Wealth Advisor
Jeffrey T. Craig, CFP®, EA

Jeffrey T. Craig, CFP®, EA

Senior Wealth Advisor
Christine A. Crigler, CFP® CPWA®

Christine A. Crigler, CFP® CPWA®

Wealth Advisor
Mackenzie Cunningham, CFA

Mackenzie Cunningham, CFA

Portfolio Manager
Andrew D’Aprile, CPA

Andrew D’Aprile, CPA

Senior Portfolio Associate
James Da Silva

James Da Silva

Senior Vice President, Client Development
Brent A. Dahlgren, CPA, MST

Brent A. Dahlgren, CPA, MST

Senior Tax Manager
Chris Davis

Chris Davis

Senior Vice President, Client Development
Adam Davis, CPA

Adam Davis, CPA

Tax Manager
Lori B. Deane, JD

Lori B. Deane, JD

Senior Wealth Advisor
Tim Delay

Tim Delay

Development Officer
Mark Derby

Mark Derby

Managing Director, Senior Wealth Advisor
Jonathan J. Derby, JD

Jonathan J. Derby, JD

Managing Director, Senior Wealth Advisor
Cassie DiAntonio

Cassie DiAntonio

Client Service Manager
Dominic Dina, CFP®

Dominic Dina, CFP®

Associate Wealth Advisor
Jane DiNardo

Jane DiNardo

Vice President, Human Capital
Mike Dixon, CFP®

Mike Dixon, CFP®

Senior Vice President, Client Development
Kimberly Dobrowolski

Kimberly Dobrowolski

Office Administrator
Dawn Doebler, MBA, CPA, CFP<sup>®</sup>, CDFA<sup>®</sup>

Dawn Doebler, MBA, CPA, CFP®, CDFA®

Senior Wealth Advisor
Christopher J.K. Dolan

Christopher J.K. Dolan

Director, Operations
Jeff Donham CFP<sup>®</sup>, CLU

Jeff Donham CFP®, CLU

Senior Wealth Advisor
Patrick S. Donnelly, CFP®

Patrick S. Donnelly, CFP®

Senior Wealth Advisor
Colleen Doyle

Colleen Doyle

Client Service Manager
Denise M. Duffy, JD

Denise M. Duffy, JD

Senior Wealth Advisor
Duke Duncan

Duke Duncan

Senior Portfolio Associate
Carmone Duncan-Copeland

Carmone Duncan-Copeland

Associate Wealth Advisor
Michael Eglow, MBA

Michael Eglow, MBA

Associate Wealth Advisor
Scott Eichelsdorfer

Scott Eichelsdorfer

Senior Manager, Investment Operations
Tyler Eidel

Tyler Eidel

Director, Strategy and M&A
Rege S. Eisaman, CFA, MBA

Rege S. Eisaman, CFA, MBA

Managing Director, Vice Chair
Diana Eisenhauer

Diana Eisenhauer

Analyst, Compliance
Jacques R. Elmaleh, CFA

Jacques R. Elmaleh, CFA

Senior Portfolio Manager, Director of Research
Tara L. Elmaleh

Tara L. Elmaleh

Senior Wealth Advisor
Michael Elzahr, CFA

Michael Elzahr, CFA

Portfolio Manager
Robert J. Emens, MST, CFP®

Robert J. Emens, MST, CFP®

Senior Wealth Advisor
Christopher Erdmann

Christopher Erdmann

Client Service Associate
Sean Erickson, CFP®

Sean Erickson, CFP®

Senior Wealth Advisor
Iman P. Farimani, JD

Iman P. Farimani, JD

Associate Wealth Advisor
Terri A. Feeney, CPA

Terri A. Feeney, CPA

Chief Financial Officer
Scott Fennel

Scott Fennel

Manager, Investment Operations
Michael Finnegan, AIF®

Michael Finnegan, AIF®

Wealth Advisor
Adam Firely, CFP®, CPA

Adam Firely, CFP®, CPA

Senior Wealth Advisor
James Fitts, CFP®

James Fitts, CFP®

Managing Director, Business Owner Services, and Senior Family Wealth Advisor
Colin Fitzgibbons

Colin Fitzgibbons

Associate Wealth Advisor
Michelle Flowers

Michelle Flowers

Account Manager
Quin Foreman

Quin Foreman

Portfolio Associate
Matthew H Foster, JD, CFP®

Matthew H Foster, JD, CFP®

Senior Wealth Advisor
Pier Friend

Pier Friend

Chief Investment Officer, Institutional Advisory Practice
Helen Galeano

Helen Galeano

Office Administrator
Brittany Garber

Brittany Garber

Client Service Manager
Cary P. Geller, MBA, CPA, PFS, CFP®, AEP®

Cary P. Geller, MBA, CPA, PFS, CFP®, AEP®

Managing Director, Senior Wealth Advisor
Gary (Gus) A. Gerulskis, MBA

Gary (Gus) A. Gerulskis, MBA

Managing Director and Senior Wealth Advisor
Jay Gillick

Jay Gillick

Senior Operations Associate
Justin Gilmartin, JD

Justin Gilmartin, JD

Managing Director, Tax Services
Stephanie Solakian Goldstein

Stephanie Solakian Goldstein

Chief Marketing Officer
Estelle Gonzalez

Estelle Gonzalez

Client Service Associate
Matthew C. Gordon, CFP®

Matthew C. Gordon, CFP®

Senior Wealth Advisor
Marie Grassey

Marie Grassey

Manager, Client Service
Vincent J. Gratch, JD

Vincent J. Gratch, JD

Deputy Chief Compliance Officer, Legal Counsel
Michael Haber, JD, CFP<sup>®</sup>

Michael Haber, JD, CFP®

Senior Wealth Advisor, Managing Director, Wealth Management
Andrew J. Hackett, CFP<sup>®</sup>

Andrew J. Hackett, CFP®

Associate Wealth Advisor
James Halm-Addo

James Halm-Addo

Accountant
Brendan Hand

Brendan Hand

Senior Wealth Advisor
Lynn Hanes

Lynn Hanes

Client Service Manager
Queen Harambee

Queen Harambee

Client Service Manager
Donald Harris, CFA<sup>®</sup>

Donald Harris, CFA®

Managing Director and Senior Portfolio Manager
Tyler Harrison, CFP®

Tyler Harrison, CFP®

Portfolio Manager
Jeff Harrison, CPA

Jeff Harrison, CPA

Managing Director
Max Haspel, CEPA<sup>®

Max Haspel, CEPA®

Managing Director, Senior Wealth Advisor & President of Colony Business Owner Services
Alex J. Hattenhauer, CFA

Alex J. Hattenhauer, CFA

Portfolio Manager
Cyndy Heiner, CPA, MST

Cyndy Heiner, CPA, MST

Senior Tax Manager
Michelle Hernandez

Michelle Hernandez

Senior Compliance Associate
Troy G. Heurlin, CFA

Troy G. Heurlin, CFA

Director, Business Analytics
Kailee Hicks

Kailee Hicks

Client Service Manager
Seth Hieken, CFA

Seth Hieken, CFA

Senior Portfolio Manager, Director of In-House Solutions
Michael E. Higgins

Michael E. Higgins

Senior Tax Manager
Alexander I. Hock JD/MBA, CFA

Alexander I. Hock JD/MBA, CFA

Senior Wealth Advisor
Christopher S. Holton, CFP®, EA

Christopher S. Holton, CFP®, EA

Senior Wealth Advisor
Hasmik Hovsepyan

Hasmik Hovsepyan

Account Manager
Anthony Huynh

Anthony Huynh

Portfolio Associate
Nnenna Ike, JD

Nnenna Ike, JD

Associate Counsel
Matt Ilteris, CFP®, EA

Matt Ilteris, CFP®, EA

Senior Wealth Advisor
Nicole Ilustre, CEPA®, CFP®

Nicole Ilustre, CEPA®, CFP®

Wealth Advisor
Rob Inches

Rob Inches

Senior Portfolio Manager, Institutional Advisory Practice
Zinovy Iosovich, MBA

Zinovy Iosovich, MBA

President and Chief Services Officer
Sriram Iyer, CPA

Sriram Iyer, CPA

Director, Institutional Advisory Practice
Catherine Jacobs

Catherine Jacobs

Client Service Manager
Philip P. Jameson, MBA, MST, CPA

Philip P. Jameson, MBA, MST, CPA

Senior Wealth Advisor
David J. Janczewski CFA, CFP®

David J. Janczewski CFA, CFP®

Managing Director, Senior Wealth Advisor
Jason Kennedy, AIF®, CPFA®

Jason Kennedy, AIF®, CPFA®

Retirement Plan Advisor
Connie Johnson, CFA®

Connie Johnson, CFA®

Portfolio Manager
Answan Johnson, MBA, CFP®

Answan Johnson, MBA, CFP®

Wealth Advisor
Christopher Johnson, MBA

Christopher Johnson, MBA

Senior Wealth Advisor
Jim Johnston, CFP®

Jim Johnston, CFP®

Senior Wealth Advisor
Craig S. Jones, JD, MBA

Craig S. Jones, JD, MBA

Managing Director and Chief Diversity Officer
Brian Katz, CFA

Brian Katz, CFA

Chief Investment Officer, President of Colony Investment Management
Steven Keirn, JD, CFP®

Steven Keirn, JD, CFP®

Senior Wealth Advisor
John Keller, MBA, PhD

John Keller, MBA, PhD

Consultant
Sean Kelly, CPA, MST, MPFP, MSM

Sean Kelly, CPA, MST, MPFP, MSM

Director, Tax Services
Bhavna Khurana, CFA

Bhavna Khurana, CFA

Senior Portfolio Manager
Andrew Kielar

Andrew Kielar

Manager, Portfolio Implementation
Jeanie M. Kirkiles

Jeanie M. Kirkiles

Chief of Staff, Executive Offices
Robert Kluchko, MBA

Robert Kluchko, MBA

Director, Portfolio Implementation
Robert Knight, CPA

Robert Knight, CPA

Associate Wealth Advisor
Anthony C. Kosinski, JD, LL.M

Anthony C. Kosinski, JD, LL.M

Wealth Advisor
Jeremy K. Kuhlen, CFP®, CRPS®, AIF®, CEPA®

Jeremy K. Kuhlen, CFP®, CRPS®, AIF®, CEPA®

Senior Wealth Advisor, Principal
Joanne Kuong, CPA

Joanne Kuong, CPA

Tax Manager
Sarah Kyle, CFP®, CPA

Sarah Kyle, CFP®, CPA

Associate Wealth Advisor
Stephanie Lang

Stephanie Lang

Client Service Manager
Mark Lapman, CFA, PhD

Mark Lapman, CFA, PhD

Senior Wealth Advisor
Kerri-Lyn LaRosee

Kerri-Lyn LaRosee

Senior Vice President, Human Capital
Erik N. Larson, CFA, CPA

Erik N. Larson, CFA, CPA

Managing Director, Platform Channels
Dara Lashley

Dara Lashley

Reporting Associate
Kevion Latham, CFP®

Kevion Latham, CFP®

Senior Wealth Advisor
Brian Leach, CFA<sup>®</sup>

Brian Leach, CFA®

Senior Portfolio Manager
Lauren Ledger, MBA, CFP®

Lauren Ledger, MBA, CFP®

Senior Wealth Advisor
Jonathan E. Lee

Jonathan E. Lee

Managing Director, Senior Portfolio Manager
Nadine Gordon Lee, CPA/PFS, CFP<sup>®</sup>

Nadine Gordon Lee, CPA/PFS, CFP®

President, Colony Family Office, Managing Director, Metro NY Offices
Eric Lee, CPA

Eric Lee, CPA

VP, Institutional Advisory Practice
Brad Levin, CFP®, CMT®, CEPA®

Brad Levin, CFP®, CMT®, CEPA®

Managing Director, Senior Wealth Advisor
Anthony Lischio

Anthony Lischio

Senior Portfolio Associate
Lisa C. Longest, AIF®

Lisa C. Longest, AIF®

Senior Investment Advisor
Carlos Lopez

Carlos Lopez

Account Manager
Danielle Lowder

Danielle Lowder

Recruiting Coordinator
Jay A. Lupica, JD, CTFA, AEP®

Jay A. Lupica, JD, CTFA, AEP®

Senior Wealth Advisor
Peggy Lynn

Peggy Lynn

Client Service Associate
Rod Macdonald, JD, CFP®

Rod Macdonald, JD, CFP®

Managing Director, Senior Wealth Advisor
Rick Macdonald MBA, CFA, CFP®

Rick Macdonald MBA, CFA, CFP®

Senior Wealth Advisor
Heather S. Mahoney, JD

Heather S. Mahoney, JD

Managing Director, Wealth Management; Legal Counsel
Pam Malek, CPA

Pam Malek, CPA

Co-President, Colony Business Management
Amir Malek, CPA

Amir Malek, CPA

Co-President, Colony Business Management
Marissa M. Malone, JD, MBA

Marissa M. Malone, JD, MBA

Wealth Advisor
Erin Manganello, CFP®

Erin Manganello, CFP®

Senior Wealth Advisor
Beltran Maroto Tobias

Beltran Maroto Tobias

Client Service Associate
Stephen E. Marsters, JD

Stephen E. Marsters, JD

Wealth Advisor
Christina Martinicca

Christina Martinicca

Office Administrator
William Masse, CFP<sup>®</sup>

William Masse, CFP®

Associate Wealth Advisor
Neda Massoudi

Neda Massoudi

Account Manager
Nicole Mazzella

Nicole Mazzella

Client Service Manager
JonPaul McBride, CFP®, EA

JonPaul McBride, CFP®, EA

Wealth Advisor
Jack N. McCormick, MBA

Jack N. McCormick, MBA

Senior Portfolio Manager
Scott McDonald, MSFP, CFP®

Scott McDonald, MSFP, CFP®

Senior Wealth Advisor
Jessica McDowall

Jessica McDowall

Client Service Manager
Amy C. McMaster

Amy C. McMaster

Managing Director, Client Services and Operations
Patricia Mee

Patricia Mee

Director, Curated by Colony
Brian Mejia

Brian Mejia

Client Service Associate
Michael Merrigan

Michael Merrigan

Associate Wealth Advisor
Joseph Midollo

Joseph Midollo

Associate Wealth Advisor
Stephen Miller, CPA, CDDA

Stephen Miller, CPA, CDDA

Managing Director, Institutional Advisory Practice
Susan Miller, CPA/PFS, CFP®, CDFA®

Susan Miller, CPA/PFS, CFP®, CDFA®

Managing Director, Senior Wealth Advisor
Stephanie Mills

Stephanie Mills

Senior Accountant
Ron W. Minassian, MBA

Ron W. Minassian, MBA

Director, Portfolio Implementation
Alexandra Miska

Alexandra Miska

Client Service Manager
Nina Mitchell

Nina Mitchell

Senior Wealth Advisor, Co-President, Colony Sports and Entertainment
O. Needom Mitchell III, JD

O. Needom Mitchell III, JD

Senior Compliance Associate
Peter A. Mitrano, CFA, CFP<sup>®</sup>

Peter A. Mitrano, CFA, CFP®

Senior Wealth Advisor
Barry J. Morgan, JD, MBA

Barry J. Morgan, JD, MBA

Senior Wealth Advisor
Scott Morrison

Scott Morrison

Associate Wealth Advisor, Development Specialist, Colony Sports, and Entertainment
Jon Morse

Jon Morse

Vice President, Business Operations
Sue Mullen

Sue Mullen

Senior Tax Associate
Tyler Murphy, CFP®

Tyler Murphy, CFP®

Associate Wealth Advisor
John S. Murray, JD

John S. Murray, JD

Senior Wealth Advisor
Mack Nelson, CFP®

Mack Nelson, CFP®

Senior Wealth Advisor
Gwendy Nicklas

Gwendy Nicklas

Client Service Manager
Elizabeth Noonan

Elizabeth Noonan

Director, Tax Operations
Darren M. Norton, JD

Darren M. Norton, JD

Senior Wealth Advisor
Cameron O'Leary

Cameron O'Leary

Manager, Investment Operations
Jeanne O’Connell

Jeanne O’Connell

Associate, Finance
Ethan T. O’Neill

Ethan T. O’Neill

Manager, Investment Operations
David Olson, CIMA

David Olson, CIMA

Senior Wealth Advisor
Linda Olson

Linda Olson

Office Administrator
Cassidy Orr

Cassidy Orr

Research Associate
John P. Paduano

John P. Paduano

Senior Portfolio manager
Ben Park

Ben Park

Analyst, Compliance
Robin J. Patinkin, CFA, CFP®, MBA

Robin J. Patinkin, CFA, CFP®, MBA

Managing Director, Senior Wealth Advisor
Eric Patoine, CPA

Eric Patoine, CPA

Senior Tax Manager
Ernest Pearson

Ernest Pearson

Billing Associate
Victoria Pemberton

Victoria Pemberton

Client Service Manager
Shellie Kurek Peters, CFP®, ChFC®, CAP®

Shellie Kurek Peters, CFP®, ChFC®, CAP®

Senior Wealth Advisor
Jackie Phan

Jackie Phan

Marketing Communications Manager
Timothy Pinch, JD, LL.M

Timothy Pinch, JD, LL.M

Managing Director, Senior Wealth Advisor
Giancarlo Plati

Giancarlo Plati

Retirement Plan Advisor
Owen Plourde

Owen Plourde

Client Service Associate
Kimberly A. Primavera, Ed.M

Kimberly A. Primavera, Ed.M

Recruiter
Kenneth A. Pritzker

Kenneth A. Pritzker

Senior Wealth Advisor
Drake A. Qualls, CFP®

Drake A. Qualls, CFP®

Senior Wealth Advisor
Adriana Ramirez

Adriana Ramirez

Billing Associate
Matthew R. Rapoport, CFP®, MST

Matthew R. Rapoport, CFP®, MST

Senior Wealth Advisor
Tyler Rich, CPA, MBA, MSA

Tyler Rich, CPA, MBA, MSA

Wealth Advisor
Roger W. Wade, JD, LL.M

Roger W. Wade, JD, LL.M

Managing Director, Senior Wealth Advisor
Caroline Rolfe

Caroline Rolfe

Client Service Associate
Averi Roseman

Averi Roseman

Office Administrator
Eric H. Rosenberg, JD, MBA

Eric H. Rosenberg, JD, MBA

Senior Wealth Advisor
Richard Rosenthal

Richard Rosenthal

Senior Wealth Advisor
Andrew Roswell, CFA

Andrew Roswell, CFA

Senior Research Analyst
Steven Rothenberg

Steven Rothenberg

Portfolio Manager
Sheryl A. Rothman, MBA, CFA, CFP<sup>®</sup>

Sheryl A. Rothman, MBA, CFA, CFP®

Senior Wealth Advisor
Nick D. Rounds, CFA

Nick D. Rounds, CFA

Senior Portfolio Manager
Rohan Roy

Rohan Roy

Associate, Institutional Advisory Practice
Ron Rubin, CPA

Ron Rubin, CPA

President, Vice Chairman and Chief Culture Officer
Nancy Rubin

Nancy Rubin

Accountant
Ryan Rudzinski

Ryan Rudzinski

Vice President, Finance
Marissa Ryan

Marissa Ryan

Office Administrator
Matthew E. Ryan, MSF, CFP®, EA

Matthew E. Ryan, MSF, CFP®, EA

Senior Wealth Advisor
Sheila A. Ryan

Sheila A. Ryan

President, Colony Wealth Management
Stephen T. Sadler, JD, LLM

Stephen T. Sadler, JD, LLM

Managing Director, Senior Wealth Advisor
Matthew Salotti, CFA

Matthew Salotti, CFA

Senior Portfolio Manager and Managing Director, Institutional Advisory Practice
Joseph Salvati, CFP®

Joseph Salvati, CFP®

Senior Wealth Advisor
Megan Sanford

Megan Sanford

Royalty Accountant
Mollie Sartori

Mollie Sartori

Office Administrator
Kristina Saunders, CFP<sup>®</sup>, CIMA<sup>®</sup>

Kristina Saunders, CFP®, CIMA®

Senior Portfolio Manager
Edward

Edward "Ted" Schiela

Senior Wealth Advisor
John W. Schott, M.D.

John W. Schott, M.D.

Senior Portfolio Manager
Steve Schuler

Steve Schuler

Managing Director, Senior Wealth Advisor
Robert H. Schundler, CFA

Robert H. Schundler, CFA

Senior Portfolio Manager, Director of Research
Samarjit Shankar

Samarjit Shankar

Portfolio Strategist
Paul Shapero

Paul Shapero

Senior Vice President, Business Management
David Shaw, CFP®

David Shaw, CFP®

Wealth Advisor
Andrew Jiwoong Shin

Andrew Jiwoong Shin

Accountant
Samantha Sickorez

Samantha Sickorez

Senior Billing Associate
Todd Silverman

Todd Silverman

Senior Wealth Advisor
Adam E. Silvey, JD, LL.M

Adam E. Silvey, JD, LL.M

Senior Wealth Advisor
Will Smiegal, CFP<sup>®</sup>

Will Smiegal, CFP®

Senior Wealth Advisor
Sarah Soptic

Sarah Soptic

Office Administrator, Client Service Associate
Jaimie Sousa, CFP®, CEPA®

Jaimie Sousa, CFP®, CEPA®

Senior Wealth Advisor, Family Wealth & Business Transition Planning
Brittany Stamps, MBA

Brittany Stamps, MBA

Client Service Associate
Lori Stanger, MBA, CFP®

Lori Stanger, MBA, CFP®

Associate Wealth Advisor
Richard D. Steinberg, CFA

Richard D. Steinberg, CFA

Chief Market Strategist; Co-Chair, Colony Investment Management
John Stelley

John Stelley

Chief Compliance Officer
Stephen R. Stelljes, JD, CFP<sup>®</sup>

Stephen R. Stelljes, JD, CFP®

President of Client Services
Jennifer Stevens, MSA, CFP<sup>®</sup>

Jennifer Stevens, MSA, CFP®

Wealth Advisor
Erin M. Sullivan, CFP®

Erin M. Sullivan, CFP®

Senior Wealth Advisor
Connor Sullivan, CFP®

Connor Sullivan, CFP®

Senior Wealth Advisor
Karla Sullivan, JD

Karla Sullivan, JD

General Counsel
David Sullivan, CFP

David Sullivan, CFP

Wealth Advisor
Jeff C. Sullivan

Jeff C. Sullivan

Senior Manager, Investment Operations
Gail A. Sullivan

Gail A. Sullivan

Senior Wealth Advisor
Forrest P. Sumlar, JD

Forrest P. Sumlar, JD

Deputy Chief Compliance Officer, Legal Counsel
Elisabeth Talbot, CFA, CPA

Elisabeth Talbot, CFA, CPA

Managing Director, Senior Wealth Advisor
Noah Talhami

Noah Talhami

Strategy Associate
Jeffrey M. Tancreti, JD

Jeffrey M. Tancreti, JD

Wealth Advisor
Garry Taylor

Garry Taylor

Managing Director, Business Integrations and Technology Strategy
Cyndie Teng

Cyndie Teng

Client Service Associate
Nikol Tennant, CFP<sup>®</sup>

Nikol Tennant, CFP®

Senior Wealth Advisor
Cathie S. Thomas

Cathie S. Thomas

Client Service Manager
Jonathan Thrun, CMT

Jonathan Thrun, CMT

Senior Portfolio Manager, Director of Fixed Income
Kittye Tilford, CFP®, MBA

Kittye Tilford, CFP®, MBA

Wealth Advisor
Daniel Tisser, CFA, CFP<sup>®</sup>, CEPA<sup>®

Daniel Tisser, CFA, CFP®, CEPA®

Senior Wealth Advisor
David Tracy, CFP®

David Tracy, CFP®

Senior Wealth Advisor
Trey Tremblay, CFP®

Trey Tremblay, CFP®

Wealth Advisor
Emma Trinh

Emma Trinh

Tax Associate
Whitney Turner

Whitney Turner

Client Service Associate
Micheal Upshaw Jr.

Micheal Upshaw Jr.

Client Service Associate
Nick Usen, JD

Nick Usen, JD

Associate Wealth Advisor
Matthew G. Valentine, JD

Matthew G. Valentine, JD

Deputy Chief Compliance Officer, Legal Counsel
M. Susan Van Bergen, CRPC<sup>®</sup>

M. Susan Van Bergen, CRPC®

Wealth Advisor
David Venegas

David Venegas

Senior Vice President, Client Development
Rebecca Verr

Rebecca Verr

Client Development Manager
Matt Vietri

Matt Vietri

Portfolio Associate
Nan Vlad, JD

Nan Vlad, JD

Senior Wealth Advisor
Andrew Vogelstein

Andrew Vogelstein

President, Institutional Advisory Practice
John Vogelstein

John Vogelstein

Vice-Chair, Emeritus, Consultant
Pamela Wallace

Pamela Wallace

Office Administrator
Zi Wang, CFA

Zi Wang, CFA

Director, Institutional Advisory Practice
Tanner Watson

Tanner Watson

Associate Wealth Advisor
Margaret Watson, CPA, CFP®

Margaret Watson, CPA, CFP®

Wealth Advisor
John F. Weeks, CExP

John F. Weeks, CExP

Managing Director, Family Wealth & Business Transition Planning
Heidi Weierstall

Heidi Weierstall

Tax Associate
Margaret Gaisford Welborn, JD

Margaret Gaisford Welborn, JD

Senior Wealth Advisor
Denise L. Wells

Denise L. Wells

Portfolio Administrator
Faith S. Weston

Faith S. Weston

Senior Tax Associate
Bill Weydemeyer, MBA, CFP<sup>®</sup>

Bill Weydemeyer, MBA, CFP®

Senior Wealth Advisor
Andrew J. Wig, MBA, CFA

Andrew J. Wig, MBA, CFA

Senior Portfolio Manager
Chris Wilde, CFA

Chris Wilde, CFA

Managing Director, Investment Operations and Portfolio Implementation
Justin Wiles, JD

Justin Wiles, JD

Senior Wealth Advisor
Cheryl L. Wilkinson, CFP<sup>®</sup>

Cheryl L. Wilkinson, CFP®

Senior Wealth Advisor
Tony Williams

Tony Williams

Manager, Family Office
John M. Williams, CFP®

John M. Williams, CFP®

Manager, Finance
Latrell Williams

Latrell Williams

Associate Counsel
Adam Willis

Adam Willis

Associate Wealth Advisor
Mark Winecoff

Mark Winecoff

Client Service Manager
Sarah Withers

Sarah Withers

Institutional Marketing Manager
Michael T. Wright, JD, CFP®, CEPA®

Michael T. Wright, JD, CFP®, CEPA®

Senior Wealth Advisor
David Zaske, MBA

David Zaske, MBA

Portfolio Manager
Arthur Zaske

Arthur Zaske

Managing Director
Rachel Zibrak, MBA

Rachel Zibrak, MBA

Senior Wealth Advisor, Portfolio Manager
Shaunna M. Zoeckler, CDFA®

Shaunna M. Zoeckler, CDFA®

Senior Wealth Advisor
Wayne Zussman, MBA, CFP<sup>®</sup>, ADFA<sup>®</sup>

Wayne Zussman, MBA, CFP®, ADFA®

Senior Wealth Advisor

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