Stephen Kolano, CFA

An industry veteran with over two decades of experience, Steve is the Chief Investment Officer at Integrated Partners.

Steve’s mission is simple: to use his passion and fascination with capital markets to create portfolios that support clients’ journeys across the wealth spectrum.

Steve firmly believes that identifying the end objectives of clients, their needs, circumstances and what drives them, is the cornerstone of investing and portfolio construction. Each client has a story, and it is his duty as the financial steward to ensure that their portfolio is helping them pursue their personal vision of success.

A former college athlete, Steve was drawn to the world of capital markets and trading. Over the years, his fascination by the way capital markets reflects human behaviors has only grown.

“I believe that people are manifestations of their past experiences that inform decisions they make about the future,” Steve said. “Human behavior and biases allow for non-normal market behavior over periods of time which require disciplined risk management in portfolios but also allow for timely investment opportunities that can be captured through a methodical investment approach”.

Steve has worked in the financial services industry for 25 years. Over that period, he has worked as an equity trader, an equity analyst, a multi-asset portfolio manager and, most recently, as the Chief Investment Officer for a $30 Billion RIA. His experience working with institutional investors globally, on issues ranging from asset allocation and policy portfolio construction to overall investment opportunity, are unmatched in the industry.

Steve is a member of the CFA Institute, the Boston Security Analysts Society, and the Boston Economic Club. When he isn’t working, he enjoys coaching, hiking, fishing, gardening, and spending time with family.