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.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Zinovy Iosovich, MBA

Managing Director

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Zinovy is a Managing Director and Principal of The Colony Group where he is part of the leadership team that develops and executes strategic growth initiatives for the firm.  Additionally, he is responsible for Colony’s merger efforts including sourcing, execution and integration.

Prior to joining The Colony Group, Zinovy was a Principal with Focus Financial Partners, a partnership of independent wealth management firms which Colony joined in 2011.  At Focus, Zinovy led acquisition activities in the Northeast and provided partner firms with strategic guidance and support on organic and inorganic growth initiatives.

Previously, Zinovy worked in investment banking covering the financial services industry at Keefe, Bruyette & Woods and UBS Investment Bank.  Additionally, he worked at KBW Capital Partners, a financial services focused private equity fund.

Zinovy received his Master of Business Administration from the Kellogg School of Management at Northwestern University and a Bachelor of Science from Lehigh University.  In his free time, Zinovy enjoys spending time outdoors with his family