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 am committed to diligent work every day on my clients’ behalf - finding opportunities for them while shielding them from risks in a dedicated manner."

Steven J. Rothenberg

Senior Investment Advisor & Portfolio Manager

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Steven J. Rothenberg is a Senior Investment Advisor & Portfolio Manager at The Colony Group. He brings over twenty-seven years as a discretionary investment advisor for affluent families, individuals, and business owners.

Steven served as a Portfolio Manager at Steinberg Global Asset Management prior to their merger with The Colony Group in 2019. His professional experience includes Smith Barney Equity Management, First Manhattan Company, Harris Trust Private Bank and Cypress Capital Group. Most recently, Steven was the Director of Research with Palm Beach-based Carl Domino, Inc.

Throughout his career, Steven has developed and practiced a research-intensive investment discipline. He is a proponent of in-depth fundamental analysis and is inherently oriented toward a value approach in investment selection.

Steven is a graduate of Lehigh University and has completed several post-graduate programs in finance and investments with the New York Institute of Finance. Steven and his wife live in West Palm Beach. They enjoy traveling, snow-skiing, and paddle boarding. Steven is also active in several charitable causes in the local community.