Colony Group Wealth Advisors Selected for Forbes’ 2023 Best-In-State Wealth Advisors List

We are excited to announce that four of our wealth advisors are recognized on the 2023 Forbes Best-in-State Wealth Advisors list, developed by SHOOK Research. The advisors acknowledged from The Colony Group this year include:

  • Max Haspel, Managing Director, Senior Wealth Advisor, & President of Colony Business Owner Services (New York)
  • Craig Jones, JD, MBA, Managing Director and Chief Diversity Officer (Colorado)
  • Jeremy Kuhlen, CFP®, CRPS®, AIF®, Principal, Senior Wealth Advisor (Virginia)
  • Liz Talbot, CFA, CPA, Managing Director, Senior Wealth Advisor (Massachusetts)

“These advisors set the standard for their commitment to exceed client expectations, deliver comprehensive advice to meet financial goals, and bring meaning and joy to the lives of our clients. We’re so proud of them for making this year’s Forbes’ list yet again.” said Zinovy Iosovich, President and Chief Services Officer of The Colony Group.

The advisors on the Forbes Best-In-State Wealth Advisors list have a track record of success over time, collectively managing nearly $11 trillion in assets. This ranking was compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms.

Read the full list here. 


Forbes Best-In-State Wealth Advisors criteria (2018, 2020, 2021, 2022, 2023): Based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data, including years of experience, revenue trends, AUM, compliance records, client retention, best practices, and approach to working with clients. The following advisors received this recognition: Liz Talbot (2023), Richard Steinberg (2019-2021), Ron Rubin (2018, 2020), Craig Jones (2019-2022), Jeremy Kuhlen (2019-2020), and Max Haspel (2020-2023). Ron Rubin’s 2018 recognition was based on information submitted by Bridgewater Wealth & Financial Management prior to its merger into The Colony Group on January 1, 2018. Best-in-State Next-Generation: Chris Johnson (2023).