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.

"When you provide exceptional service to your client, exceptional things happen. This is our goal at The Colony Group."

Christopher Zerbo

Portfolio Administrator

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Christopher Zerbo is a Portfolio Administrator at The Colony Group. As a member of the operations team, he is responsible for many of the day-to-day activities that include daily position reconciliation, corporate action processing, and integrating new client relationships into the firm’s technology architecture.

Christopher served as a Portfolio Accountant at Steinberg Global Asset Management prior to their merger with The Colony Group in 2019. Previously, he worked for The Northern Trust Company as an Investment Operations Specialist. Christopher received his Bachelor of Arts in Communications from Long Island University – C.W. Post.

Christopher lives in Boca Raton and enjoys spending time with his wife and two daughters, coaching fast pitch softball and traveling.