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Stephen Kolano Cfa
Stephen Kolano Cfa
Chief Investment Officer | Integrated Financial Partners
Wenham, Massachusetts, United States
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.
Stephen Kolano Cfa
Work Experience
Chief Investment Officer at
Integrated Financial Partners
November 2023 - Present
Managing Director at
Integrated Financial Partners, Inc.
June 2022 - October 2023
Managing Director, CIO BNY Mellon Investor Solutions at
New Colony Homes Inc
January 2020 - May 2022
Director, Quantitative Research & Analysis at
BNY Wealth
August 2016 - January 2020
Head, Multi-Asset Solutions, Investment Strategy & Solutions Group at
New Colony Homes Inc
December 2014 - July 2016
Investment Strategist, Investment Strategy & Solutions Group at
New Colony Homes Inc
March 2013 - December 2014
Investment Analyst, Investment Strategy & Solutions Group at
New Colony Homes Inc
May 2010 - March 2013
Business Planning Manager at
Mellon Capital
April 2008 - May 2010
Client Service Manager at
Mellon Capital
August 2007 - April 2008
Equity Analyst at
Mellon Capital
August 2004 - August 2007
Global Equity Trader at
Mellon Capital
August 2002 - August 2004
Junior International Equity Trader at
JPMorganChase
April 2000 - August 2001
Operations Associate - Latin American Equities at
JPMorganChase
June 1999 - April 2000
Stephen Kolano Cfa
Education
Boston College Carroll School of Management, Masters
January 2006 - January 2009
January 1997 - January 1999
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
**************@integrated-partners.com
**************@ifpadvisor.com
Colleagues
Chief Financial Officer
Chief of Operations
Chief Investment Officer
SVP
Executive Vice President/Private Wealth Manager
Sr. VP