The Colony Group LLC

The Colony Group LLC, legally known as THE COLONY GROUP, LLC, is a DE Limited Liability Company that employs 185 people, 120 of whom work in advisory roles. With 260 clients, their SEC status is listed as approved as of December 7, 2011.

• BRIAN WILLIAM KATZ

  PRESIDENT OF COLONY INVESTMENT MANAGEMENT & CHIEF INVESTMENT OFFICER owns less than 5%

• ELISABETH LOUISE TALBOT

  MANAGING DIRECTOR AND SENIOR WEALTH ADVISOR owns less than 5%

• FOCUS OPERATING, LLC

  MEMBER (MANAGER) owns 75% or more

• GINA KULIG BRADLEY

  CHIEF OPERATING OFFICER & GENERAL COUNSEL owns less than 5%

• JOHN CHRISTOPHER WHITE

  CHIEF ADMINISTRATIVE OFFICER owns less than 5%

• MICHAEL JEFFREY NATHANSON

  CHAIRMAN & CEO owns less than 5%

• RICHARD DAVID STEINBERG

  CHIEF MARKET STRATEGIST owns less than 5%

• ROBERT JAMES GLOVSKY

  VICE CHAIR AND SENIOR WEALTH ADVISOR owns less than 5%

• RONALD JOSEPH RUBIN

  PRESIDENT, VICE CHAIRMAN, AND CHIEF CULTURAL OFFICER owns less than 5%

• STEPHEN RAYMOND STELLJES

  PRESIDENT OF CLIENT SERVICES owns less than 5%

• STEPHEN THOMAS SADLER

  MANAGING DIRECTOR AND SENIOR WEALTH ADVISOR owns less than 5%

• TERRI ANN FEENEY

  CHIEF FINANCIAL OFFICER owns less than 5%

• VINCENT JOSEPH GRATCH

  CHIEF COMPLIANCE OFFICER owns less than 5%

• FOCUS FINANCIAL PARTNERS INC.

  MEMBER owns 75% or more

• FOCUS FINANCIAL PARTNERS, LLC

  MEMBER owns 75% or more

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• The Colony Group LLC: A Q3 2022 vs. Q4 2022 13F Holdings Comparison
• Colony Capital Acquires Digital Bridge Holdings for $325 Million and Announces Planned Strategic Initiatives to Become the Premier Platform for Digital Infrastructure and Real Estate
• Harvest Capital Management To Join Focus Partner Firm The Colony Group
• Kathryn Collings Joins Focus Partner Firm The Colony Group

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