Current Position:
Chief Investment Officer at Integrated Financial PartnersExperience:
26 yearsLocation:
Wenham, Massachusetts, United StatesNov 2023 - Current
Jun 2022 - Oct 2023
Jan 2020 - May 2022
Aug 2016 - Jan 2020
Dec 2014 - Jul 2016
Mar 2013 - Dec 2014
May 2010 - Mar 2013
Apr 2008 - May 2010
Aug 2007 - Apr 2008
Aug 2004 - Aug 2007
Aug 2002 - Aug 2004
Apr 2000 - Aug 2001
Jun 1999 - Apr 2000
Masters at Boston College Carroll School of Management
BA at Wesleyan University
College of the Holy Cross
Diploma at St. John's Prep
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...
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 monthsWhat 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 DobrusinWho are Stephen Kolano's peers at other companies?
Stephen Kolano's peers at other companies are Jordan Berstein and Andrew and Adam LeeFind email for 850M+ professionals