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.

"I believe that an open mind and a willingness to embrace change are not only key to succeed in the constantly evolving investment arena, but also outside of the office."

Giulio A. Pacozzi

Research Analyst

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Giulio A. Pacozzi is a Research Analyst with The Colony Group. He works directly with the Portfolio Managers, assisting with coverage of current holdings, staying up-to-date on the daily market activity, and finding new investment ideas. Giulio uses a fundamentals-based approach to examine investments in Dividend, Growth, International and Value strategies.

Giulio served as a Junior Research Analyst at Steinberg Global Asset Management prior to their merger with The Colony Group in 2019. Before joining the Steinberg Global team, Giulio earned his Bachelor of Science degree, magna cum laude, with a major in Investment Management from Lynn University. During his studies, Giulio interned with financial services firms in both Boca Raton and Washington, D.C.

Giulio is fluent in French, German, Spanish, and English, and is originally from Switzerland. Giulio holds a private pilot’s license and enjoys traveling, cooking and going to the beach. He is a member of the CFA Society of South Florida and currently lives in Boca Raton.