COLONY FAMILY OFFICES, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 167017). Regulatory assets under management: $3.4B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Wyman Thomas Byrd | CHIEF INVESTMENT STRATEGIST | — |
| Eric Dean Ridenour | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Susan Annette Bridges | MEMBER | — |
| Scott William Schattenfield | TRUSTEE | — |
| SCHATTENFIELD SCOTT WILLIAM | MANAGING MEMBER; MANAGING MEMBER, CCO; TRUSTEE | — |
| WELLS SARAH KATHERINE | CCO | — |
| BYRD WYMAN THOMAS | CHIEF INVESTMENT STRATEGIST | — |
| BROCK SARAH KATHERINE | CHIEF COMPLIANCE OFFICER | — |
| RIDENOUR ERIC DEAN | MANAGING DIRECTOR; MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| PONCE MIGUEL | DIRECTOR | — |
| BRIDGES SUSAN ANNETTE | MEMBER | — |
| ELLIOTTE CHRISTOPHER SHANNON | WEALTH ADVISOR / MEMBER | — |