Brian is the President of Colony Investment Management, Chief Investment Officer, and a Principal of the Colony Group. Brian has more than 25 years of asset allocation, manager selection, stock research, and portfolio construction experience. Since 1997, he has been instrumental in crafting The Colony Group’s investment philosophy and process. Brian’s responsibilities include the development of the firm’s investment offering, portfolio implementation, and educating advisors and clients. He serves as the Chairman of The Colony Group’s Investment Committee and leads the team of portfolio managers and analysts. Previously, he was a research analyst at Kobren Insight Management, where he was


Brian Katz
President, Chief Investment Officer, Principal
The Colony Group
United States, Massachusetts, Holliston
About Me
Profile Information
President, Chief Investment Officer, Principal
The Colony Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Holliston
Massachusetts
United States
Sep 6, 2024
More profiles to browse
Alexander I Hock
Principal & Senior Wealth Advisor
MD
Mark Derby
Managing Director and Senior Wealth Advisor
Jennifer Chang
Director
LT
Liz Talbot
Managing Director, Senior Wealth Advisor, Principal, Executive Director and Senior Financial Counselor
You Might Like
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
BH
Bob Helmer
President Emeritus
Baldwin Wallace University