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Brian Katz, CFA

March 28 @ 1:51 pm

Brian is the President of Colony Investment Management, Chief Investment Officer, and a Principal of the Colony Group. Brian has more than 25 years of asset allocation, manager selection, stock research, and portfolio construction experience. Since 1997, he has been instrumental in crafting The Colony Group’s investment philosophy and process. Brian’s responsibilities include the development of the firm’s investment offering, portfolio implementation, and educating advisors and clients. He serves as the Chairman of The Colony Group’s Investment Committee and leads the team of portfolio managers and analysts.

Details

Date:
March 28, 2024
Time:
1:51 pm