Colony
Jeff Rubin
System Administrator
Jennifer Chang, Cfa
Director
Jennifer Geoghegan
Chief Of Staff & Strategy
Jennifer Gillespie
Client Service Associate
Jennifer Stevens, Cfp®
Associate Wealth Advisor
Jia Jiang
Tax Manager
Jin Lee
Accountant
John C. White, Cfa
Chief Learning Officer (Oct 2020 Present), Chief Administrative Officer (Mar 2015 Oct 2020)
John Paduano
Managing Director And Portfolio Manager
John Weeks
Managing Director, Family Wealth & Business Transition Planning
John Williams
Manager Of Investment Operations
Jonathan Lee
Managing Director & Senior Portfolio Manager