Managing Director at COLONY FAMILY OFFICES - Charlotte, NC, US
Client Services Team
Contact Tatyana Kravchenko
Planning Analyst
Contact David Worley
Client Services Associate
Contact Kimberley Green
Portfolio Advisor
Contact Pete Jespersen
Chief Compliance Officer
Contact Sarah-Katherine Rhodes
Client Service Team Lead
Contact Sorina Ilioi
Contact Emma Burdon
Colony Family Offices is an independent, multi-family office providing fully integrated wealth planning, investment management and fiduciary services to individuals and families of wealth.