Colony
Sriram Iyer, Cpa
Director, Institutional Advisory Services
John Paduano
Managing Director And Portfolio Manager
Alyssa Memmo
Bookkeeper
Faith Weston
Senior Tax Accountant
Jason Blackwell
Principal & Chief Investment Strategist
Amir Malek
Managing Director At The Colony Group And Colony Business Management
Brian Katz
Chief Investment Officer
James Fitts
Manging Director, Business Owner Services
Wayne Zussman, MBA, Cfp® Adfa
Principal And Senior Wealth Advisor
Connor Sullivan, Cfp®
Principal & Senior Wealth Advisor
John Weeks
Managing Director, Family Wealth & Business Transition Planning
Jia Jiang
Tax Manager