Stephen Kolano Email & Phone Number
Chief Investment Officer @ Integrated Financial Partners
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Stephen Kolano Location
- Wenham, MA, US
Stephen Kolano Work
- Chief Investment Officer @ (November 2023 - Present)
- Managing Director @ (June 2022 - October 2023)
- Managing Director, CIO BNY Mellon Investor Solutions @ (January 2020 - May 2022)
- Director, Quantitative Research and Analysis @ (August 2016 - January 2020)
- Head, Multi-Asset Solutions, Investment Strategy and Solutions Group @ (December 2014 - July 2016)
- Investment Strategist, Investment Strategy and Solutions Group @ (March 2013 - December 2014)
- Investment Analyst, Investment Strategy and Solutions Group @ (May 2010 - March 2013)
- Business Planning Manager @ (April 2008 - May 2010)
- Client Service Manager @ (August 2007 - April 2008)
- Equity Analyst @ (August 2004 - August 2007)
- Global Equity Trader @ (August 2002 - August 2004)
- Junior International Equity Trader @ (April 2000 - August 2001)
- Operations Associate - Latin American Equities @ (June 1999 - April 2000)
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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