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.

"My journey to success is measured by happiness. The role I have supporting my team and assisting with client needs allows me to achieve this."

Erica Weiss

Office Manager

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Erica Weiss is the Office Manager for the Boca Raton office of The Colony Group. Erica keeps our front office running smoothly, coordinating all client and visitor meetings and communications. In addition, Erica provides administrative support to members of Colony’s Executive Team.

Erica served as the Office Manager at Steinberg Global Asset Management prior to their merger with The Colony Group in 2019. Previously, Erica worked as an Executive Administrative Assistant to the CCO for a pharmaceutical company. Erica attended SUNY Orange College in New York and has a degree in Business Administration.

Erica is previously from New York and currently lives in Delray Beach. Erica enjoys spending time with her family, traveling and going to the beach.