Colony Group Wealth Advisors Selected for Forbes’ 2023 Best-In-State Wealth Advisors List
We are excited to announce that four of our wealth advisors are recognized on the 2023 Forbes Best-in-State Wealth Advisors list, developed by SHOOK Research. The advisors acknowledged from The Colony Group this year include:
- Max Haspel, Managing Director, Senior Wealth Advisor, & President of Colony Business Owner Services (New York)
- Craig Jones, JD, MBA, Managing Director and Chief Diversity Officer (Colorado)
- Jeremy Kuhlen, CFP®, CRPS®, AIF®, Principal, Senior Wealth Advisor (Virginia)
- Liz Talbot, CFA, CPA, Managing Director, Senior Wealth Advisor (Massachusetts)
“These advisors set the standard for their commitment to exceed client expectations, deliver comprehensive advice to meet financial goals, and bring meaning and joy to the lives of our clients. We’re so proud of them for making this year’s Forbes’ list yet again.” said Zinovy Iosovich, President and Chief Services Officer of The Colony Group.
The advisors on the Forbes Best-In-State Wealth Advisors list have a track record of success over time, collectively managing nearly $11 trillion in assets. This ranking was compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms.