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.

"Trying to pick market tops or bottoms is often a recipe for failure."

Norman Steinberg

Director Emeritus

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Norman Steinberg is a Director Emeritus of The Colony Group.

Norman was a co-founder of Steinberg Global Asset Management where he served as a Portfolio Manager and Principal prior to their merger with The Colony Group in 2019. Together with Richard Steinberg, they set a standard of their own unique tradition of service with a passionate belief in their responsibility to every client.

A graduate of Clark University with over 40 years of investment experience, he was formerly a Senior Vice President at Moseley Securities, managing individual investors’ accounts as well as advising large mutual funds. Moving to Credit Lyonnais, he acted as Senior Vice President, co-managing portfolios for many clients who followed him from Moseley and later became the original client base for Steinberg Global. At Credit Lyonnais, Norman spearheaded a co-managed growth mutual fund between Credit Lyonnais’ Paris- based investment team and Boston-based Keystone Investments. Norman also served on Credit Lyonnais’ Paris-based investment policy committee, advising its Global and North American Private Banking Group.