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Stephen Kolano's
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Current Position:

Chief Investment Officer at Integrated Financial Partners

Experience:

26 years

Location:

Wenham, Massachusetts, United States

How to contact Stephen Kolano

Last updated:2025-06-29
emailk*******n@ifpadvisor.com
phone+1-***-***-5235
LinkedIn
Instagram

Analytics

According to LinkedIn Stephen Kolano started working on 1999, then the employee has changed 5 companies and 12 jobs. On average, Stephen Kolano works for one company for 1 year 11 months. Stephen Kolano has been working as a Chief Investment Officer for Integrated Financial Partners for 700 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Chief Investment Officer at Integrated Financial Partners

Nov 2023 - Current

Managing Director at Integrated Partners

Jun 2022 - Oct 2023

Managing Director, CIO BNY Mellon Investor Solutions at BNY

Jan 2020 - May 2022

Director, Quantitative Research & Analysis at BNY Wealth

Aug 2016 - Jan 2020

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

Dec 2014 - Jul 2016

Investment Strategist, Investment Strategy & Solutions Group at BNY

Mar 2013 - Dec 2014

Investment Analyst, Investment Strategy & Solutions Group at BNY

May 2010 - Mar 2013

Business Planning Manager at The Boston Company Asset Management

Apr 2008 - May 2010

Client Service Manager at The Boston Company Asset Management

Aug 2007 - Apr 2008

Equity Analyst at The Boston Company Asset Management

Aug 2004 - Aug 2007

Global Equity Trader at The Boston Company Asset Management

Aug 2002 - Aug 2004

Junior International Equity Trader at JP Morgan Chase

Apr 2000 - Aug 2001

Operations Associate - Latin American Equities at JP Morgan Chase

Jun 1999 - Apr 2000

Education

Masters at Boston College Carroll School of Management

BA at Wesleyan University

College of the Holy Cross

Diploma at St. John's Prep

Current Company Information Integrated Financial Partners

Name: Integrated Financial Partners

Speciality: Fee-Based Financial Planning, Retirement Planning, Business Succession Planning, Lifetime Income Model™, Financial Second Opinion™, Business Owner Model™, Plan for Financial Comfort™, Integrated 401(k)™, Legacy Discussion™

Location: Waltham, Massachusetts, United States

Employees: 200-500

Description: Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the t...

Frequently Asked Questions

How long has Stephen Kolano been working as a Chief Investment Officer?

Stephen Kolano's total experience in various companies as a Chief Investment Officer 1 year 11 months.

What is Stephen Kolano's minimum period of employment in the companies?

Stephen Kolano's minimum period of employment in various companies is 8 months.

What is Stephen Kolano's average duration of employment for different companies?

On average, Stephen Kolano works for one company for 1 year 11 months

What industries has Stephen Kolano worked in?

Stephen Kolano works in the Financial Services.

What positions has Stephen Kolano held before?

Previously, Stephen Kolano worked as a Managing Director, and Managing Director, CIO BNY Mellon Investor Solutions, and Director, Quantitative Research & Analysis, and Head, Multi-Asset Solutions, Investment Strategy & Solutions Group, and Investment Strategist, Investment Strategy & Solutions Group.

How do I contact Stephen Kolano?

Stephen Kolano's email address is k*******n@ifpadvisor.com, phone number is +1-***-***-5235. Sign up to get contact details.

Who is the President/CEO/Director of the Integrated Financial Partners?

The President/CEO/Director of the Integrated Financial Partners is Colby Dobrusin

Who are Stephen Kolano's peers at other companies?

Stephen Kolano's peers at other companies are Jordan Berstein and Andrew and Adam Lee
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Other employees at Integrated Financial Partners

Name
Company
Position
T
Director of Operations/Paraplanner
A
Accounting and Case Design Associate
C
Director of Financial Planning for Andrew J. Ross, CFP®, CPFA
E
Financial Services Professional
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