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Stephen Miller

Managing Director at The Colony Group

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THE COLONY GROUP

THE COLONY GROUP

  • description Description
    The Colony Group is the smart choice for building, managing and preserving your wealth. We help successful individuals and their families, busy corporate executives, entrepreneurs and busines...

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  • Employees count Employees 201-500
  • Revenue Revenue 10 Million to 25 Million
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The Colony Group Org Chart and Mapping

Employees

Brian Katz

Chief Investment Officer

Evan Cohen

Director of Information Technology

Nadine Lee

Managing Director & President, Colony Family Office

Theresa Falcaro

Portfolio Administrator and Client Services

Jonathan Thrun

Director of Fixed Income

Fpqp™ Kailee Hicks

Customer Service Manager & Paraplanner

Cheryl Wilkinson

Senior Financial Counselor and Principal

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  • Phone number  :  (***)-***-****
  • Email  :  s****@thecolonygroup.com

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