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Online Tax Organizer

Board of Directors

Kirby A. Hamilton
Founder and Chairman

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

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

Management Team

John R. Halsey
Executive Vice President and Chief Operating Officer

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

Brian W. Katz, CFA
Chief Investment Officer

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

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

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

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

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

Robert E. Whelan
National Sales Director

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

Gina K. Bradley, JD
General Counsel

Sheila A. Ryan
Director of Operations

Jeanie M. Kirkiles
Personnel Manager

Diane C. O'Brien
Office Manager

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