Michael J. Nathanson, JD, LLM
Chairman & CEO
January 30, 2020
Forbes has recognized five of The Colony Group’s Wealth Advisors in their 2020 Best-In-State Wealth Advisors list.
Florida (South) – Richard Steinberg, CFA, Chief Market Strategist
New York (Excluding NYC)– Max Haspel, Principal, Managing Director & Senior Wealth Advisor
Virginia (South)– Jeremy Kuhlen, CFP®, CRPS®, AIF®, Vice President & Senior Wealth Advisor
R.J. Shook, president and founder of SHOOK Research, the company that developed the methodology for the Forbes Best-In-State ranking, said that their “research found that the very best advisors are laser focused on having a positive impact on their clients’ lives.” He went on to point out in the Forbes Best-In-State 2020 Methodology that, “They want to add meaning, help them live better lives.”
Forbes states that they don’t want 300,000 nominations so they set high thresholds and qualifications to be considered. Of the 32,000 nominations received, less than 25% were invited to complete the online survey.
“The wealth advisors at The Colony Group are deeply committed to their clients and our company,” said Michael Nathanson, Chairman & CEO of The Colony Group. “I believe that Craig, Rich, Ron, Max, and Jeremy are among the most talented financial advisors in the industry. It is gratifying for our entire team to see them receive the recognition that comes by serving their clients, company and communities so well.”
The Colony Group congratulates Craig, Rich, Ron, Max, and Jeremy on their inclusion in Forbes’ selective list.