Stephen Kolano

Chief Investment Officer at Integrated Partners

Speaker

With over 25 years experience in financial services, including a 19-year stint at BNY Mellon that saw him serve as the firm’s chief investment officer, Stephen joined Integrated Partners in 2022. With a keen eye for market trends and investing strategy, Stephen works with individual advisors and teams of advisors to customize their clients’ portfolios, asset allocations and portfolio implementations. This work empowers advisors’ end clients to address and pursue their financial goals effectively.

Recently, Stephen played a key role in a significant success at Integrated Partners. A team of advisors transitioning to the platform faced the challenge of onboarding a series of portfolios that required specific handling to mitigate tax implications. By evaluating the portfolios and aligning them with the intended objectives, Stephen minimized the impact, resulting in increased confidence among both the advisors and their clients as they moved forward with the transition.

Stephen’s professional background includes working with some of the largest and most sophisticated institutional investors globally—ranging from sovereign wealth funds and pension plans to large family offices. His passion for financial markets and ability to apply institutional-level techniques to help clients achieve their financial goals make his work both rewarding and humbling.