Client Service Analyst at COLONY FAMILY OFFICES - Charlotte, NC, US
Client Services Team
Contact Andrea Rossi
Wealth Advisor
Contact Kristin Lewis
Managing Director
Contact Eric Ridenour
Contact Tatyana Kravchenko
Planning Analyst
Contact David Worley
Client Services Associate
Contact Kimberley Green
Portfolio Advisor
Contact Pete Jespersen
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.