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Stephen Kolano Cfa

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Stephen Kolano Cfa

Chief Investment Officer | Integrated Financial Partners

Wenham, Massachusetts, United States

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Stephen Kolano Cfa

Summary

Stephen Kolano is an accomplished Chief Investment Officer with a robust background in alternative investments and asset management. With over two decades of experience in the financial services industry, he has developed a unique approach to investment strategy that prioritizes understanding the individual needs of clients. Stephen has held leadership positions at prestigious firms such as BNY Mellon and Integrated Partners, where he has demonstrated his ability to navigate complex financial markets and deliver tailored investment solutions. His educational background includes a Master's in Finance from Boston College and a Bachelor's in Economics from Wesleyan University. Stephen is passionate about fostering relationships and believes that effective communication is key to successful investment management. He is committed to continuous learning and adaptation in the ever-evolving financial landscape, making him a trusted partner for clients seeking to achieve their financial goals.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Stephen Kolano Cfa

Work Experience

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Chief Investment Officer at

Integrated Financial Partners

November 2023 - Present

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Managing Director at

Integrated Financial Partners, Inc.

June 2022 - October 2023

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Managing Director, CIO BNY Mellon Investor Solutions at

New Colony Homes Inc

January 2020 - May 2022

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Director, Quantitative Research & Analysis at

BNY Wealth

August 2016 - January 2020

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Head, Multi-Asset Solutions, Investment Strategy & Solutions Group at

New Colony Homes Inc

December 2014 - July 2016

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Investment Strategist, Investment Strategy & Solutions Group at

New Colony Homes Inc

March 2013 - December 2014

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Investment Analyst, Investment Strategy & Solutions Group at

New Colony Homes Inc

May 2010 - March 2013

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Business Planning Manager at

Mellon Capital

April 2008 - May 2010

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Client Service Manager at

Mellon Capital

August 2007 - April 2008

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Equity Analyst at

Mellon Capital

August 2004 - August 2007

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Global Equity Trader at

Mellon Capital

August 2002 - August 2004

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Junior International Equity Trader at

JPMorganChase

April 2000 - August 2001

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Operations Associate - Latin American Equities at

JPMorganChase

June 1999 - April 2000

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Stephen Kolano Cfa

Education

Boston College Carroll School of Management, Masters

January 2006 - January 2009

Wesleyan University, Ba

January 1997 - January 1999

College of the Holy Cross

January 1995 - January 1997

St. John's Prep, Diploma

January 1991 - January 1995

Frequently Asked Questions about Stephen Kolano Cfa

What is Stephen Kolano Cfa email address?

Stephen Kolano Cfa's primary email address is **************@integrated-partners.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Stephen Kolano Cfa work for?

Stephen Kolano Cfa is a Chief Investment Officer at Integrated Financial Partners, a company specializing in Functions related to depository banking.

Where Stephen Kolano Cfa graduated from?

Stephen Kolano Cfa holds a degree in Finance from Boston College Carroll School of Management.

How can I directly contact Stephen Kolano Cfa?

To contact Stephen Kolano Cfa directly, you can use the email address **************@integrated-partners.com. Complete contact information is available upon registration with Muraena.

Who is Stephen Kolano Cfa?

Stephen Kolano is an accomplished Chief Investment Officer with a robust background in alternative investments and asset management. With over two decades of experience in the financial services industry, he has developed a unique approach to investment strategy that prioritizes understanding the individual needs of clients. Stephen has held leadership positions at prestigious firms such as BNY Mellon and Integrated Partners, where he has demonstrated his ability to navigate complex financial markets and deliver tailored investment solutions. His educational background includes a Master's in Finance from Boston College and a Bachelor's in Economics from Wesleyan University. Stephen is passionate about fostering relationships and believes that effective communication is key to successful investment management. He is committed to continuous learning and adaptation in the ever-evolving financial landscape, making him a trusted partner for clients seeking to achieve their financial goals.

Stephen`s contact details

mail

**************@integrated-partners.com

**************@ifpadvisor.com

Colleagues

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Crpc John Pastore

Executive Vice President/Private Wealth Manager

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