People working at The Colony Group

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 Name
Job title
Action
  Jeff Rubin
Gerente de Servicios de Inversión
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  Nikol Tennant cfp®
Asesor de Riqueza
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  Rob Kohl jd, ll.m
Consejero Financiero Superior
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  Wayne Zussman, cfp® adfa
Asesor Principal y Senior de Riqueza
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  Duke Duncan
Gestor de Portafolio Asociado
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  Dawn Doebler (md), cfp®, cdfa?
Asesor Principal y Senior de Riqueza en The Colony Group
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  Teddy Smith
Asesor de patrimonio asociado
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  Robert Glovsky
Vicedirectore y director
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  Jack Baird
Gestor de Portafolio
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  Ted Schiela
Socio
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  Nina Mitchell
Asesor Senior de Riqueza y Codirectore de Colony Sports and Entertainment
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  Brittany Carr
Auxiliar de Desarrollo Comercial
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  Brian Katz
Oficial Jefe de Inversiones
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  Aaron Bock
Analista de Investigación
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  Lisa Burnham
Directorrdinador de la Oficina en The Colony Group
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  Matthew R. rapoport, cfp®
Asesor Principal y Senior de Riqueza
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  Zinovy Iosovich
Supervisor General
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  John Keller
Asesor Superior de Inversiones
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  Gavin Mclean
Asociado Superior de Finanzas
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  M. Susan van bergen
Asesor de Riqueza
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  Danielle Mackinnon, cfp®
Vicedirectore, Consejero Financiero Superior
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  Brittany Garber
Administrador de servicio al cliente
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  Liz Talbot
CEO Ejecutivo y Consejero Financiero Superior
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  Cyndy Heiner
Asesor Senior de Riqueza
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  Madeline Hauser
Administrador Superior
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  Richard Steinberg
Comanagere de Gestión de Inversiones de Colony y Jefe de Estrategia de Mercado
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  Jay Gillick
Administrador de servicio al cliente
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  Tony Williams
Gerente de Family Office
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  Jonathan Morse
Gerente de Operaciones
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  Sean Erickson, cfp®
Asesor de Riqueza
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  Lisa C. longest, aif®
Asesor Superior de Inversiones
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  Richard Sweeney
Asesor Superior de Impuestos
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  Amanda Banner
Corredor de seguros médicos en The Colony Group
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  Thomas Callahan, cfp®
Consejero Financiero Asociado Superior
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  Michele Charno
Asociado de servicio al cliente
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  Mack Nelson
Asesor de patrimonio asociado
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  Nikki Kingman
Asociado de servicio al cliente
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  Courtney Tamborella
Asociado de Impuestos Senior
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  Ann Brownholtz
Asesor Superior de Impuestos
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  Tara Elmaleh
Director General de Operaciones
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  Michael Nathanson
Managere y associate
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  Steve Schuler
Supervisor Gerente y Jefe de Estrategia de Mercado
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  Jonathan Lustig
Asesor financiero asociado superior
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  Denise Dudko
Asociado de Operaciones y Finanzas en The Colony Group
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