Colony
William Masse, Cfp®
Associate Wealth Advisor
Andrew Kielar
Portfolio Associate
Yasia Ellerbee
Bookkeeper
Jeanie Kirkiles
Deputy Chief Of Staff
Marissa Ryan, MBA
Office Administrator
Zinovy Iosovich
President & Chief Services Officer
Lindsay Evans
Business Analyst Client Service/Operations
Michael Haber JD, Cfp®
Managing Director Of Colony Wealth Management | Principal & Senior Financial Counselor
Jonathan Lee
Managing Director & Senior Portfolio Manager
Karla Sullivan
General Counsel
Chris Zerbo
Portfolio Administrator
Jonathan Morse
Director Of Business Operations