Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Kevion Latham, CFP®
Senior Wealth Advisor
Client Specialty
Executives
Athletes
Professionals
Retirees
Focus Areas
Tax Planning
Investment Strategies
Career Phase Strategies for Athletes
Business Management for Athletes
Recognition
Pittsburgh Magazine’s 40 under 40, Whirl Magazine 13 under 30
Community
Board Member of Homeless Education Children’s Fund (Pittsburgh, PA), Orange Arrow Advisory Committee
Kevion Latham is a Senior Wealth Advisor at the firm, based out of our Denver office, dedicated to serving individuals and families, including retirees, executives, college coaches, and professional athletes. As a CERTIFIED FINANCIAL PLANNER™, Kevion expertly supports and guides his clients through the complexities of developing a robust financial plan to successfully meet their financial objectives.
Prior to joining the firm, Kevion founded GreenRose Wealth Management, LLC., and also worked with PNC in their Corporate Banking Division, Merrill Lynch, and Raymond James. Kevion pursued his education at Penn State University as a student and football athlete, earning a Bachelor’s degree in Finance and recognized as an Academic All Big-Ten honoree from 2009 to 2010.
Currently, Kevion resides in Pittsburgh, PA, with his wife Amanda and their three children.
Whirl Magazine’s 13 under 30 is selected based on an online nomination process and chosen by Whirl’s editors. The list highlights evolving professionals in the Pittsburg landscape from varying fields and backgrounds. Kevion was recognized and featured in the March 2015 magazine publication. Pittsburg Magazine’s 40 under 40 is selected based on an online nomination process and chosen by the Magazine’s editors. The list features individuals who excel in their profession while uplifting their communities in western Pennsylvania. Kevion was recognized in August of 2015 and profiled in the November 2015 magazine publication. No compensation or fee was paid for inclusion in either list.
Published Insights
Wealth Management
TCG Bolsters Its Athlete-Tailored Financial Services with The Addition of Kevion Latham
April 5, 2024
We’re excited to announce that Kevion Latham has joined Colony’s Denver team as a Senior Wealth Advisor, strengthening its practice dedicated to athlete-specific financial services. The practice and its...