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Brian Katz
Chief Investment Officer at The Colony Group


Brian Katz, CFA, is president of Colony Investment Management, CIO and principal of the Colony Group. Since 1997, he has been instrumental in crafting The Colony Group’s investment philosophy and process. Katz’s responsibilities include the development of the firm’s investment offering, portfolio implementation, and educating advisors and clients. He is also chairman of The Colony Group’s Investment Committee and leads the team of portfolio managers and analysts. Katz has a BBA, cum laude, from the University of Massachusetts at Amherst.

Agenda Sessions

  • Practitioner Panel: How Institutions & Retail Investors Are Using Smart Beta