Zinovy Iosovich
About Zinovy Iosovich
Zinovy Iosovich serves as the President and Chief Services Officer at The Colony Group, where he oversees merger efforts and provides strategic oversight for various service functions. He has a background in investment banking with experience at several prominent financial institutions, including JPMorgan Chase & Co., UBS Investment Bank, and Keefe, Bruyette & Woods.
Current Role at The Colony Group
Zinovy Iosovich serves as the President and Chief Services Officer at The Colony Group. In this capacity, he oversees the firm's merger efforts, which include sourcing, transaction execution, and merger integration. He also provides strategic oversight for various service and revenue functions within the organization, such as Wealth Management, Investment Management, Institutional Advisory, Business Management, and Tax Services. The Colony Group manages over $18 billion in regulatory assets under management as of December 31, 2021.
Previous Experience in Investment Banking
Zinovy Iosovich has a significant background in investment banking. He began his career at JPMorgan Chase & Co. as an Analyst and Senior Analyst from 2000 to 2003. He then worked at UBS Investment Bank as an Analyst in Investment Banking from 2003 to 2005. Following this, he joined Keefe, Bruyette & Woods, where he held the position of Associate in Investment Banking from 2005 to 2007, and later served as Vice President in the Investment Banking and Asset Management Divisions from 2009 to 2014.
Education and Academic Background
Zinovy Iosovich earned his Bachelor of Science degree from Lehigh University, where he studied from 1996 to 2000. He furthered his education at Northwestern University - Kellogg School of Management, obtaining his MBA from 2007 to 2009. This educational background has equipped him with the knowledge and skills necessary for his roles in finance and investment management.
Tenure at Focus Financial Partners
Zinovy Iosovich worked at Focus Financial Partners as Principal from 2014 to 2019. During his five years in this role, he contributed to the firm's strategic initiatives and client services, leveraging his extensive experience in investment banking and financial management.