CoverProfile

Brian Katz

President, Chief Investment Officer, Principal

The Colony Group

United States, Massachusetts, Holliston

About Me

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

View more

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

Profile Photo
Jeffrey T Craig
Senior Wealth Advisor & Principal
Profile Photo
Kristina Kadeli Saunders
Senior Portfolio Manager
Profile Photo
Peter Mitrano
Vice President - Senior Financial Counselor
JB
Jack Baird
Senior Portfolio Manager

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial