Stephen Colavito Jr. Email & Phone Number
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Stephen Colavito Jr. Location
- Orlando, FL, US
Stephen Colavito Jr. Work
- CIO @ (July 2026 - Present)
- President and CIO @ Zofingen Private Wealth (ZPW) (January 2026 - Present)
- Chief Investment Officer @ (May 2023 - January 2026)
- Chief Investment Officer @ (December 2021 - May 2023)
- Managing Director - CIO and CMS @ (October 2018 - December 2021)
- Managing Director and Portfolio Manager @ (November 2015 - October 2018)
- Executive Director @ (May 2012 - November 2015)
- Director @ (April 2010 - April 2012)
- Managing Director @ (January 2008 - January 2010)
- Managing Director and Principal @ Bear Stearns Co., Inc. (January 2002 - January 2008)
Stephen Colavito Jr. Education
- Florida International University
Bachelor’s Degree (Finance, General)
1987-1989 - University of Florida
Finance (General)
1985-1987
Stephen Colavito Jr. Skills
- Series 7
- Fixed Income
- Hedge Funds
- Equities
- Capital Markets
- Wealth Management
- Investments
- Asset Managment
- Securities
- Alternative Investments
- Investment Banking
- Portfolio Management
- Asset Management
- Financial Services
- Financial Advisory
- Finance
- Banking
- Asset Allocation
- Investment Management
- Bloomberg
- Financial Markets
- Investment Advisory
- Mutual Funds
- Private Equity
- Trading
- Valuation
- Investment Strategies
- Series 63
- Derivatives
- Bonds
- Structured Products
- Financial Modeling
- ETFs
- Wealth Management Services
- Structured Finance
- Project Management
- Management
- Program Management
- Public Speaking
- Marketing Strategy
- Strategic Planning
- Sales
Stephen Colavito Jr. Summary
- Stephen Colavito Jr., based in Orlando, FL, US, is currently a CIO at A.G.P./Alliance Global Partners. Stephen Colavito Jr. brings experience from previous roles at Zofingen Private Wealth (ZPW), San Blas Securities, Perigon Wealth Management, LLC and Lakeview Capital Partners, LLC. Stephen Colavito Jr. holds a 1987 - 1989 Bachelor’s Degree in Finance, General @ Florida International University. With a robust skill set that includes Series 7, Fixed Income, Hedge Funds, Equities, Capital Markets and more. Stephen Colavito Jr. has 1 emails and 1 mobile phone numbers on RocketReach.
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