Board of Directors

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

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

Elisabeth L. Talbot, CFA, CPA
Executive Director and Chief Market Strategist

Management Team

Kirby A. Hamilton
Founder, Chairman Emeritus, and Retired Principal

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

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

Gina K. Bradley, JD
Chief Financial Officer and General Counsel

Robert E. Whelan
National Sales Director

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

Jeanie M. Kirkiles
Personnel Manager

Diane C. O'Brien
Manager of Administrative Services