Profil
Mr. Brian W.
Katz, CFA, is a Chief Investment Officer and the President of Colony Investment Management at The Colony Group LLC.
He has over 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.
His 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 responsible for conducting quantitative and qualitative due diligence on investment managers and analyzing capital markets and the economy.
He also worked at Kanon Bloch Carré, where he developed and maintained a quantitative model for rating mutual funds that were published semi-annually in U.S.
News & World Report.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.
He serves on the Investment Committee of the Massachusetts Service Alliance, a nonprofit organization that serves as the state commission on service and volunteerism.
He earned a Bachelor of Science in Business Administration, cum laude, from the University of Massachusetts at Amherst.
Postes actifs de Brian William Katz
| Sociétés | Poste | Début |
|---|---|---|
The Colony Group LLC
 The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | President | 01/01/1997 |
Anciens postes connus de Brian William Katz
| Sociétés | Poste | Fin |
|---|---|---|
Adviser Investments Acquisition Co. LLC
 Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Analyst-Equity | - |
Kanon Bloch Carré & Co., Inc.
 Kanon Bloch Carré & Co., Inc. Investment ManagersFinance Part of CapFinancial Partners LLC, Kanon Bloch Carré & Co., Inc. is a company that provides investment advice. The company is based in Boston, MA. Kanon Bloch Carré & Co. was acquired by RINET Co. LLC on October 01, 2001. | Corporate Officer/Principal | - |
Formation de Brian William Katz
| University of Massachusetts | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
Adviser Investments Acquisition Co. LLC
Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Finance |
Kanon Bloch Carré & Co., Inc.
Kanon Bloch Carré & Co., Inc. Investment ManagersFinance Part of CapFinancial Partners LLC, Kanon Bloch Carré & Co., Inc. is a company that provides investment advice. The company is based in Boston, MA. Kanon Bloch Carré & Co. was acquired by RINET Co. LLC on October 01, 2001. | Finance |
