2016 -2020 Director, Quantitative Research and Analysis @
2014 -2016 Head, Multi-Asset Solutions, Investment Strategy and Solutions Group @
2013 -2014 Investment Strategist, Investment Strategy and Solutions Group @
2010 -2013 Investment Analyst, Investment Strategy and Solutions Group @
2008 -2010 Business Planning Manager @
2007 -2008 Client Service Manager @
2004 -2007 Equity Analyst @
2002 -2004 Global Equity Trader @
2000 -2001 Junior International Equity Trader @
1999 -2000 Operations Associate - Latin American Equities @
Stephen Kolano Education
Boston College Carroll School of Management
Masters (Finance)
2006-2009
Wesleyan University
BA (Economics)
1997-1999
College of the Holy Cross 1995-1997
St. John's Prep
Diploma
1991-1995
Stephen Kolano Skills
Asset Allocation
Capital Markets
Investments
Strategic Planning
Asset Managment
Equities
Portfolio Management
Alternative Investments
Economics
Institutional Investments
Investment Strategies
Risk Management
Trading
FX Options
Hedge Funds
Asset Management
Investment Management
Bloomberg
Fixed Income
Social Media
Sales
Business Analysis
Microsoft Word
Marketing
Financial Analysis
Stephen Kolano Summary
Stephen Kolano, based in Wenham, MA, US, is currently a Chief Investment Officer at Integrated Financial Partners. Stephen Kolano brings experience from previous roles at Integrated Partners, BNY Mellon and BNY Mellon Wealth Management. Stephen Kolano holds a 2006 - 2009 Masters in Finance @ Boston College Carroll School of Management. With a robust skill set that includes Asset Allocation, Capital Markets, Investments, Strategic Planning, Asset Managment and more. Stephen Kolano has 2 emails on RocketReach.
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