“Wealthies” 2023 Industry Awards Name Three Colony Group Finalists (6)

“Wealthies” 2023 Industry Awards Name Three Colony Group Finalists

WealthManagement.com recently announced the finalists for its 2023 Industry Awards, the “Wealthies”, to honor outstanding achievements by companies, organizations, and individuals that support financial advisor success. A record-breaking number of nominations were submitted this year – over 1,000 entries were received from over 400 companies. Congratulations to the other finalists!

The Colony Group’s finalists include:

· Michael Nathanson, Chair and CEO, for Chief Executive Officer of the Year

· Stephanie Goldstein, Chief Marketing Officer, for Chief Marketing Officer of the Year

· Zinovy Iosovich, President and Chief Services Officer, for M&A Leader of the Year

“We are honored to be recognized as finalists in not one, but three categories of the 2023 Wealthies Industry Awards,” said Michael Nathanson, Chair and CEO of The Colony Group. “These recognitions are another testament to the dedication of our extraordinary teams and their commitment to industry-wide leadership, innovation, and excellence across all areas of our business.”

View the full list of finalists here.



Wealthmanagement.com Industry Awards criteria: The 2023 RIA Edge 100 list was developed by the Wealth Management IQ team in partnership with Discovery Data. Analyzing the ADVs of all SEC-registered investment advisors, WMIQ and Discovery looked at AUM growth, ratio of employees to clients, ratio of advisors to clients, percentage of advisors with CFP certification, and average client account size. Qualifying firms were limited to those that provide financial planning services, have high-net-worth individuals as more than half of their client base, and manage at least $250 million in assets.