Chris Zerbo

Portfolio Administrator @ Colony

About Chris Zerbo

Chris Zerbo is a Portfolio Administrator with extensive experience in investment operations, currently working at The Colony Group in Boca Raton, Florida. He has held various positions in the finance industry, including roles at Prudential Financial, Northern Trust Corporation, and Polen Capital.

Work at Colony

Chris Zerbo has been employed at The Colony Group as a Portfolio Administrator since 2017. In this role, he is responsible for managing various aspects of portfolio administration, ensuring efficient operations and client satisfaction. His tenure at The Colony Group has lasted for seven years, during which he has contributed to the firm's operational success in Boca Raton, Florida.

Previous Employment History

Prior to his current position, Chris Zerbo held several roles in the finance and investment sectors. He worked at Prudential Financial as a Team Specialist from 1989 to 1993. He then joined Neuberger Berman as Operations Control from 1998 to 2004. Following that, he served as Operations Supervisor at Polen Capital from 2004 to 2011. Chris later worked at Northern Trust Corporation as an Investment Operations Specialist from 2012 to 2017.

Education and Expertise

Chris Zerbo earned a Bachelor's degree in Communications from LIU CW Post, where he studied from 1985 to 1989. His educational background has equipped him with skills relevant to his roles in portfolio administration and operations within the financial services industry.

Current Role at Steinberg Global Asset Management

In addition to his position at The Colony Group, Chris Zerbo has been working at Steinberg Global Asset Management, Ltd. as a Portfolio Accountant since 2017. His responsibilities include managing portfolio accounting tasks and ensuring accurate financial reporting. This dual role highlights his extensive experience in portfolio management and accounting.

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