The Colony Group jobs and careers

Zinovy Iosovich

President & Chief Services Officer

20 reports

Justin Gilmartin

MD, Tax Services

10 reports

Terri A. Feeney

Controller

9 reports

Frank Brochin

Chief Investment Officer, Family Office Practice

9 reports

Cary P. Geller

Senior Wealth Advisor & Managing Director

6 reports

Sheila A. Ryan

President, Wealth Management

4 reports

Andrew Vogelstein

President, Institutional Advisory Practice

3 reports

Rod MacDonald

Managing Director, Senior Wealth Advisor

2 reports

Stephanie Solakian Goldstein

Chief Marketing Officer

2 reports

Michael Haber

Senior Wealth Advisor & MD, Wealth Management

1 report

John F. Weeks

Managing Director - Family Wealth & Business Transition Planning

1 report

Max Haspel

President, Business Owner Services & Senior Wealth Advisor

1 report

Tara L. Elmaleh

Sr. Wealth Advisor

1 report

Ron Rubin

President, Vice Chair

1 report

Cyndy Heiner

Senior Tax Manager

1 report

Andrew J. Wig

Portfolio Manager

1 report

Jacques R. Elmaleh

Senior Portfolio Manager

Rob Inches

Senior Portfolio Manager, Institutional Advisory Practice

Stephen Miller

Managing Director

Dominic Dina

Associate Wealth Advisor

Tanner Watson

Associate Wealth Advisor

Mark Lapman

Senior Wealth Advisor

Andrew Jiwoong Shin

Staff Accountant

Joanne Kuong

Senior Tax Manager

Mimmy Cooper

Senior Wealth Advisor

Sue Mullen

Senior Tax Associate

David Sullivan

Wealth Advisor

Stephen T. Sadler

Senior Wealth Advisor & President, Colony Wealth Management

James Fitts

Senior Wealth Advisor & MD, Business Owner Services

Pam Malek

Managing Director

Jeanie M. Kirkiles

Chief Of Staff, Executive Offices

Mark Derby

MD & Senior Wealth Advisor

Jonathan J. Derby

Managing Director

Eric Lee

VP, Institutional Advisory Practice

Gary A. Gerulskis

MD & Senior Wealth Advisor

Patrick S. Donnelly

Principal & Senior Wealth Advisor

Karen Baer

Senior Wealth Advisor

Connor Sullivan

Senior Wealth Advisor

Erin Manganello

Senior Wealth Advisor

Matthew C. Gordon

Senior Wealth Advisor

Matthew H Foster

Senior Wealth Advisor

David Tracy

Senior Wealth Advisor

Brendan Hand

Senior Wealth Advisor

Christopher Johnson

Senior Wealth Advisor

Peter A. Mitrano

Senior Wealth Advisor

Rachel Zibrak

Senior Wealth Advisor & Portfolio Manager

Mack Nelson

Senior Wealth Advisor

Jonpaul McBride

Senior Wealth Advisor

Jeffrey T. Craig

Senior Wealth Advisor

Clare A. Ciervo

Wealth Advisor

Andrew Hackett

Wealth Advisor

Adriana Ramirez

Billing Specialist

Whitney Turner

Client Service Associate

Cyndie Teng

Client Service Specialist

Rohan Roy

Institutional Advisory Services Associate

Alex Bodio

Advisory Team Associate

Jeff Harrison

Principal & MD

Kaleb Williams

Senior Compliance Associate

Lauren Ledger

Senior Wealth Advisor

Billy Blase

Senior Wealth Advisor

Heidi Weierstall

Tax Associate

Trey Tremblay

Senior Wealth Advisor

Jessica Picone

Digital Marketing Manager

Adam Bowers

Associate Wealth Advisor

Quin Foreman

Multi-Asset Portfolio Associate

Robert H. Schundler

Senior Portfolio Manager & Director, Research

Brian Leach

Senior Portfolio Manager

Scott Morrison

Associate Wealth Advisor, Development Specialist, Colony Sports & Entertainment

Peggy Lynn

Client Service Associate

Estelle Gonzalez

Client Service Associate

Solomon Huss

Client Service Associate

Carmone Duncan-Copeland

Client Service Associate

Christopher Erdmann

Client Service Specialist

Tony Williams

Family Office Manager

Christopher S. Holton

Senior Wealth Advisor

Denise M. Duffy

Senior Wealth Advisor

Nikol Tennant

Senior Wealth Advisor

Susan Miller

Managing Director & Senior Wealth Advisor

Elisabeth Talbot

Senior Wealth Advisor & MD

Steve Schuler

Managing Director and Senior Wealth Advisor

Ian D. Barclay

Senior Wealth Advisor

Kailee Hicks

Customer Service Manager & Paraplanner

Chen Chen

MD, Institutional Advisory Practice

Andrew Roswell

Senior Research Analyst

Ian Cole

Senior Wealth Advisor

Shellie Kurek Peters

Senior Wealth Advisor

Cheryl L. Wilkinson

Senior Financial Counselor And Principal

Sean Erickson

Principal & Senior Wealth Advisor

Dawn Doebler

Principal & Senior Wealth Advisor At The Colony Group

Adam Firely

Wealth Advisor

Giancarlo Plati

Retirement Plan Advisor

Kittye Tilford

Wealth Advisor

Ben Park

Compliance Analyst

Joseph Midollo

Associate Wealth Advisor

Mark Winecoff

Client Services Manager