Stephen Kolano, CFA

An industry veteran with over two decades of experience, 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. 

 Prior to joining Integrated, he 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, is unmatched in the industry. 

Stephen is solely an investment advisor representative of Integrated Wealth Concepts, and not affiliated with LPL Financial.