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. 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.

Previously, he was a research analyst at Kobren Insight Management, where he was responsible for conducting quantitative and qualitative due diligence on investment managers and analyzing capital markets and the economy. Brian also worked at Kanon Bloch Carré, where he developed and maintained a quantitative model for rating mutual funds that were published semi-annually 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 serves on the Investment Committee of the Massachusetts Service Alliance, a nonprofit organization that serves as the state commission on service and volunteerism. He earned a Bachelor of Science in Business Administration, cum laude, from the University of Massachusetts at Amherst.