People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

"To us, the best investment our firm can make is in our clients’ futures. Putting their interests first leads to stronger relationships and better results."

Brian W. Katz, CFA

President of Colony Investment Management & Chief Investment Officer

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Brian is the President of Colony Investment Management, Chief Investment Officer, and a Principal of the Colony Group. Since 1997, he has been instrumental in creating and refining The Colony Group’s investment discipline, including designing and maintaining investment strategies that meet the diverse needs of our clients. He manages a select group of the firm’s investment portfolios, is active in equity research, and directs the firm’s managed mutual fund portfolio strategies.

Previously, he worked as a research analyst at Kobren Insight Management, where he was responsible for conducting quantitative and qualitative due diligence on investment managers and performing economic and market analysis. He also assisted with the production of an investment newsletter with a subscription base of more than 100,000. Brian also worked at Kanon Bloch Carré, where he maintained a quantitative model that produced mutual fund ratings published in U.S. News & World Report.

Brian holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Boston Security Analysts Society. He earned a Bachelor of Science in Business Administration, cum laude, from the University of Massachusetts at Amherst.