Forbes and SHOOK Research Again Recognize Multiple Colony Group Wealth Advisors as 2022 Best-In-State Wealth Advisors

The Colony Group is pleased to announce that four of its wealth advisors are recognized on the 2022 Forbes Best-in-State Wealth Advisors list, developed by SHOOK Research. The advisors acknowledged from The Colony Group this year include:

  • Craig Jones, JD, MBA, CPWA®, Managing Director and Chief Diversity Officer (Colorado)
  • Ron Rubin, CPA, President, Vice-Chair, Chief Culture Officer (Maryland)
  • Max Haspel, Co-President, Business Owner Services, and Senior Wealth Advisor (New York, excluding NYC)
  • Jeremy Kuhlen, CFP®, CRPS®, AIF®, Principal, Senior Wealth Advisor (Virginia, South)

“I consider Craig, Ron, Max, Jeremy, and their teams to be among the most talented financial advisors in the industry,” said Jennifer Geoghegan, Chief of Staff and Strategy of The Colony Group. “And I also believe that this recognition reflects the entire Colony Group team’s dedication to clients, our company, and our communities.”

With nearly 35,000 nominations, Forbes and SHOOK Research selected more than 6,500 advisors in the United States and compiled a list highlighting those who have a positive impact and provide meaning to their client’s lives. Through positive team dynamics, advisors featured on the list have provided a full client experience, including an exemplary service model, investing process and fee structure. Additional criteria evaluated included basic credentials, breadth of services utilizing the firm’s platform and resources, involvement within their communities, and overall approach to working with clients.



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).