Employment

Represents

  • Chief Market Strategist & Co-Chair, Colony Group Investment Division at The Colony Group
  • Senior Wealth Advisor at The Colony Group
  • Principal & Senior Wealth Advisor at The Colony Group
  • President, Business Owner Services; Managing Director, Northern New England at The Colony Group
  • Senior Wealth Advisor at The Colony Group
  • Managing Director, Metro NY Offices & President, Family Office at The Colony Group
  • Principal & Senior Wealth Advisor at The Colony Group
  • Portfolio Manager at The Colony Group
  • Managing Director & Senior Wealth Advisor at The Colony Group
  • President and CEO at Banc Of California
  • Chief Investment Strategist at The Colony Group
  • Head of Direct Bank at CIT at CIT Bank
  • Founder/CEO at M1 Finance
  • President, Colony Business Management & Managing Director at The Colony Group
  • Managing Director, Southeast at Money360
  • Head of Retail Branch Banking at OneWest Bank
  • Vice President & Senior Wealth Advisor at The Colony Group
  • Senior Wealth Advisor & Co-President, Colony Sports & Entertainment at The Colony Group
  • President at M360 Advisors
  • Head of Business Banking at Banc Of California
  • Co-Head of Special Lines/Global Head of Trade and Infrastructure at Swiss Re