Colony + You: Distinctly Better Than Before
When it’s time to take the next step—whether you want more opportunities for growth, you’re planning to retire, or you want to spend more time doing what you love and less on managing your business—it’s time to consider The Colony Group.
We seek companies with great teams, great clients, great strength, and great cultures. Most importantly, we seek companies that share our core values. Our curiosity and commitment to learning and excellence enables us to collaborate in ways that lead us to new opportunities. More than anything, this is what makes each of us “better than before.”
Dina Lee
Previously Founder of Prosper Advisors
Craig Jones
Previously Co-Founder of Jones Barclay Boston
Shane Glass
Previously a Founding Partner of Glass Malek LLP
Max Haspel
Previously Founder of Blue Water Advisors
Pam Malek
Previously a Founding Partner of Glass Malek LLP
Marshall Rowe
Previously Founder of Harvest Capital Management
Ron Rubin
Previously Founder of Bridgewater Wealth & Financial Management
Rich Steinberg
Previously Co-Founder of Steinberg Global Asset Management, Ltd.
Why Partner with Colony?
Built to Help You Grow
Dedicated management and experienced professionals means more opportunity
You, your advisors, and staff will be supported by our dedicated management team and deep bench of professionals, comprised of experienced team members in finance, compliance, investments, marketing, strategy, human resources, operations and technology. We offer more than just taking the burden of day-to-day business administration off of you. We provide a level of professional expertise that’s difficult for many firms to achieve. We come beside you and our new team members, so that we can maintain efficiency while growing together.
Years of Experience
Transition with confidence
Having completed many successful mergers and strategic hires over 10 years, we have an experienced process and team with a track record of success in engaging employees and transitioning clients. Our thoughtful transition plan allows us to integrate methodically, over time, while we engage both clients and new colleagues every step of the way.
Culture & Outcomes
Your story continues
Our story and culture are rich and powerful because they comprise many stories and cultures from our merger partners that now intersect harmoniously, treasured and preserved for posterity’s sake. Success for us means that when team members reflect on what joining Colony has meant to them, they can point to growth and learning opportunities that came their way and great meaning and joy in all of their days.
Meet Some of Our Merger Team Members
Zinovy Iosovich, MBA
President and Chief Services Officer
Zinovy is the President and Chief Services Officer of The Colony Group. He oversees and supports all service and revenue functions for the firm...
Gina K. Bradley, JD
Chief Operating Officer, Legal Counsel
Gina is the Chief Operating Officer and a Principal of The Colony Group, where she provides operational, human capital, technology, and financial management...
Ron Rubin, CPA
President, Vice Chairman and Chief Culture Officer
Ron Rubin is the President, Vice-Chair and Chief Culture Officer of The Colony Group. For over 30 years, Ron has endeavored to expand...
Excited? We are too. Our CEO, Michael Nathanson, invites you to further explore a prospective merger first by learning more about the support and network you’ll have at The Colony Group. Download our brochure below. We look forward to hearing from you.