Averaging 22+ Years

Your team, working together.

Colony surrounds your family with a dedicated advisor team that works together to keep planning, trust, and investment decisions moving forward. Families work with a dedicated Wealth Advisor, Investment Advisor, and Client Service Associate.

Every discipline at one table.

Certified public accountants, CFP® professionals, a CFA charterholder and tax specialists work on the same team, so the questions that cross disciplines get answered in one place.

All

Wealth Advisor

Investment Advisor

Operations

Wealth Advisor

Eric D. Ridenour

CPA, PFS, CFP®

BA, Bob Jones University. In excess of 25 years of experience.

Wealth Advisor

C. Shannon Elliotte

JD, LLM

BSBA, Western Carolina University; JD, Samford University; LL.M, Boston University. In excess of 25 years of experience.

Wealth Advisor

Kristin N. Lewis

CFP®

BSBA, University of North Carolina; MS, North Carolina State University. 24 years of experience.

Wealth Advisor

Kathryn R. Habluetzel

CPA

BS, Louisiana State University; MS, University of Illinois. In excess of 25 years of experience.

Wealth Advisor

Clare M. Lawrence

BSBA, Xavier University; MAcc, University of North Carolina at Charlotte. 23 years of experience.

Investment Advisor

W. Thomas Byrd

CAIA

BSBA, University of North Carolina; MBA, University of North Carolina. 23 years of experience.

Investment Advisor

Peter L. Jespersen

CFA®

BA, St. Lawrence University. 18 years of experience.

Investment Advisor

David A. Worley

Investment Team

BSBA, Drexel University. 14 years of experience.

Operations

Edward B. Davis

Director of Operations

BSBA, Rider University. In excess of 25 years of experience.

Operations

Kevin K. Schulze

Sr. Client Service Associate

BS, North Carolina State University; BS, University of North Carolina at Charlotte. 11 years of experience.

Operations

Sorina M. Ilioi

Sr. Client Service Associate

BA, Arizona Christian University. 9 years of experience.

Our Advisory Council.

Colony's Advisory Council brings together regional industry experts with years of experience serving ultra high net worth families. The Council provides strategic advice and guidance to Colony's senior leadership team.

Advisory Council

Katie Scarborough Caldwell

Director, SF Holdings, Inc.

MBA, the Wharton School. CPA with experience across private investment management, corporate finance and manufacturing.

Advisory Council

Matthew Litwin

Chief Executive Officer and Managing Director at Greycourt & Company

A 27-year investing career spanning equity research, hedge funds and strategic consulting for very large family offices.

Advisory Council

Theresa R. Gebhardt

Executive Director of Cato Management, LLC

BSBA, Coastal Carolina University. CPA and CFP® with a background in family office management and corporate treasury.

Advisory Council

Edward Lazar

Executive Director at Milburn Services, LLC

BSBA, Valparaiso University. CPA and Personal Financial Specialist with 34 years of tax, management and family office experience.

Let’s talk.

Our promise is to bring clarity to your financial framework, continuity to the relationship, and trust to every step forward.