Aaron D. Bock
Assistant Portfolio Manager

Gina K. Bradley, JD
General Counsel

Tara M. Cipriano
Associate Financial Counselor

David J. Costigan, CFP
Director and Senior Investment Counselor

Jeffrey T. Craig, CFP
Director of Tax Services

Kevin D. Crowley, ChFC, CLU
Vice President of Business Development

Vincent F. Damasco, CFA
Research Analyst

Lori B. Deane, JD
Financial Counselor

Denise M. Duffy, JD
Senior Financial Counselor

Austin H. Farrar, CFP
Senior Financial Counselor

Gwendolyn J. Floyd, CFP, CPA
Senior Associate Financial Counselor

Vincent J. Gratch, JD
Chief Compliance Officer and Managing Director of Operations

John R. Halsey
Executive Vice President and Chief Operating Officer

Kirby A. Hamilton
Founder and Chairman

Seth P. Hieken, CFA
Managing Director of Colony Investment Management

Michael E. Higgins
Associate Financial Counselor

Matthew C. Ilteris
Senior Associate Financial Counselor

Brian W. Katz, CFA
Chief Investment Officer

Jeanie M. Kirkiles
Personnel Manager

Jay A. Lupica, JD
Senior Financial Counselor

D. Scott McDonald, CFP
Senior Financial Counselor

Amy C. McMaster
Manager of Investment Services

Michael J. Nathanson, JD, LLM
President and Chief Executive Officer

Sarah R. Nelson
Senior Portfolio Administrator

Diane C. O'Brien
Office Manager

Coleen E. Peters, CFP
Financial Counselor

Sheila A. Ryan
Director of Operations

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

Eric D. Sample
Portfolio Administrator

Edward V. Schiela, CLU
Senior Investment Counselor

Robert H. Schundler, CFA
Research Analyst

Stephen R. Stelljes, JD, CFP
Managing Director of Colony Wealth Management

Michael B. Stevens, CFA
Vice President of Colony Investment Management

Scott A. Swartz, CFP
Senior Financial Counselor

Elisabeth L. Talbot, CFA, CPA
Executive Director of The Colony Group

Nan Vlad, JD
Senior Financial Counselor

William C. Weydemeyer
Associate Financial Counselor

Robert E. Whelan
National Sales Director

Andrew J. Wig, CFA
Director of Equity Portfolios

Cheryl L. Wilkinson, CFP
Vice President of Colony Wealth Management