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.

“Don’t limit your challenges. Challenge your limits.”

Karolina Pliszka

Account Receivable Associate

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Karolina is an Account Receivable Associate at The Colony Group providing financial and administrative support to the Finance team. She applies her organizational skills and proactive approach to ensure that all receivables are processed correctly and efficiently. She also supports the advisors by generating reports and statements.

Karolina earned a Bachelor of Business Administration in Finance and Investments from Baruch College. Previously, she worked as a financial analyst for an alternative lending firm where she assisted the finance team.

Outside of the office, she enjoys traveling and exploring new places. Karolina was born and raised in Brooklyn, NY and comes from a large polish family. She is fluent in Polish.