Jonathan Jay Derby
Gestionnaire de Portefeuille-Actions chez The Colony Group LLC
Relations actives
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Mark Alan Derby | M | - |
DAC, Inc. (MA)
 DAC, Inc. (MA) Investment ManagersFinance Founded in 1987, Derby & Co., Inc. is a registered investment advisor located in Newton, Massachusetts.
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. | 37 ans |
| Brian William Katz | M | - |
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. | 27 ans |
| Aaron Davis Bock | M | - |
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. | 18 ans |
| Jonathan Thrun | M | - |
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. | 15 ans |
| Rob Schundler | M | - |
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. | 19 ans |
| Michael Jeffrey Nathanson | M | - |
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. | 20 ans |
| Rachel Meri Zibrak | F | - |
DAC, Inc. (MA)
DAC, Inc. (MA) Investment ManagersFinance Founded in 1987, Derby & Co., Inc. is a registered investment advisor located in Newton, Massachusetts.
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. | 10 ans |
| Jonathan Edward Lee | M | 58 |
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. | 11 ans |
| Seth Paul Hieken | M | - |
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. | 30 ans |
| Jason Blackwell | M | - |
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. | 5 ans |
| Edward Anthony Ciancarelli | M | - |
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. | 10 ans |
| Brian Edward Leach | M | - |
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. | 2 ans |
| Don Harris | M | - |
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. | - |
| Andy Wig | M | - |
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. | 23 ans |
| Kristina Kadeli Saunders | F | - |
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. | 2 ans |
| Chris Johnson | M | 40 |
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. | 6 ans |
| Alex Hock | M | - |
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. | 7 ans |
| Dawn Ellen Doebler | F | - |
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. | 6 ans |
| Shellie Kurek Peters | F | - |
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. | 6 ans |
| Matthew R. Rapoport | M | - |
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. | 6 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Burton H. Derby | M | - |
DAC, Inc. (MA)
DAC, Inc. (MA) Investment ManagersFinance Founded in 1987, Derby & Co., Inc. is a registered investment advisor located in Newton, Massachusetts. | - |
| Michael Gosman | M | 61 |
Skidmore College
| 4 ans |
| Sylvia A. Krainin | F | - |
Skidmore College
| 4 ans |
| Tammi A. Lauder | F | - |
Skidmore College
| 4 ans |
| Rob Kohl | M | - |
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. | 6 ans |
| Steven Marc Cress | M | - |
Skidmore College
| 4 ans |
| John Olevitz | M | - |
DAC, Inc. (MA)
DAC, Inc. (MA) Investment ManagersFinance Founded in 1987, Derby & Co., Inc. is a registered investment advisor located in Newton, Massachusetts. | - |
| Joe Robinson | M | - |
Skidmore College
| 3 ans |
| John N. Drahzal | M | - |
Skidmore College
| 4 ans |
| Russell S. Whittle | M | - |
Skidmore College
| 4 ans |
| David A. Castle | M | - |
Skidmore College
| 4 ans |
| Michael B. Neiberg | M | - |
Skidmore College
| 4 ans |
| Martin T. Meehan | M | - |
Suffolk University Law School
| - |
| Lisa M. Gilmore | F | - |
Skidmore College
| 4 ans |
| Lynda Petrossian | F | - |
Skidmore College
| 4 ans |
| Amelia C. Wolfe | F | - |
Skidmore College
| 4 ans |
| J. Giancarlo | M | 65 |
Skidmore College
| 4 ans |
| Kelly Driscoll | F | 64 |
Suffolk University Law School
| 3 ans |
| Jeff Gendron | M | - |
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. | 3 ans |
| Jill Bycholski Potter | F | - |
Skidmore College
| 4 ans |
| Brian Presti | M | - |
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. | 4 ans |
| Whitney S. Quillen | M | - |
Skidmore College
| 5 ans |
| Larry Fraser | M | - |
Skidmore College
| 4 ans |
| Thomas H. Brandt | M | 60 |
Skidmore College
| 4 ans |
| Ronald J. Epstein | M | - |
Skidmore College
| 4 ans |
| Jon E. Molesworth | M | - |
Skidmore College
| 4 ans |
| Marshall Griffin Rowe | M | - |
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. | 5 ans |
| Robert Sands | M | 65 |
Skidmore College
| 4 ans |
| Joan Gile | M | - |
Skidmore College
| 4 ans |
Statistiques
| Pays | Relations | % du total |
|---|---|---|
| Etats-Unis | 49 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Jonathan Jay Derby
- Réseau Personnel
