Stephen Alan Colavito
Directeur en chef des Investissements chez Perigon Wealth Management LLC
Profil
Mr. Stephen A.
Colavito, Jr., is a Wealth Advisor at Perigon Wealth Management LLC.
He worked in investment banking and headed corporate cash at Bear Stearns, Co., Deutsche Bank, and Barclays.
After his time at the wirehouses, he was a short-duration portfolio manager before joining Perigon.
He holds his Bachelor of Science Degree from Florida International University in Finance.
Postes actifs de Stephen Alan Colavito
| Sociétés | Poste | Début |
|---|---|---|
Perigon Wealth Management LLC
 Perigon Wealth Management LLC Investment ManagersFinance Perigon Wealth Management LLC (Perigon) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Philip Hart in 2004 and is owned by Perigon Financial Holdings LLC, which is owned by Perigon Partners LLC. Perigon offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, retirement plans, and banking or thrift institutions. | Directeur en chef des Investissements | 01/12/2021 |
Anciens postes connus de Stephen Alan Colavito
| Sociétés | Poste | Fin |
|---|---|---|
The Bear Stearns Cos., Inc.
 The Bear Stearns Cos., Inc. Investment Banks/BrokersFinance Bear Stearns Cos., Inc. provides investment banking, securities trading and brokerage services. Their clients include corporations, institutions, governments and individuals. They are engaged in segments that encompass capital markets, wealth management and global clearing services. The company was founded in 1923 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Asset Preservation Advisors, Inc.
 Asset Preservation Advisors, Inc. Investment ManagersFinance Asset Preservation Advisors, Inc. (APA) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Kenneth Woods and is a subsidiary of APA Fixed Income Advisors LLC. APA serves as a discretionary investment adviser to institutional and retail separately managed account clients. | Portfolio Manager-Fixed Income | - |
Formation de Stephen Alan Colavito
| Florida International University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
The Bear Stearns Cos., Inc.
The Bear Stearns Cos., Inc. Investment Banks/BrokersFinance Bear Stearns Cos., Inc. provides investment banking, securities trading and brokerage services. Their clients include corporations, institutions, governments and individuals. They are engaged in segments that encompass capital markets, wealth management and global clearing services. The company was founded in 1923 and is headquartered in New York, NY. | Finance |
Asset Preservation Advisors, Inc.
Asset Preservation Advisors, Inc. Investment ManagersFinance Asset Preservation Advisors, Inc. (APA) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Kenneth Woods and is a subsidiary of APA Fixed Income Advisors LLC. APA serves as a discretionary investment adviser to institutional and retail separately managed account clients. | Finance |
Perigon Wealth Management LLC
Perigon Wealth Management LLC Investment ManagersFinance Perigon Wealth Management LLC (Perigon) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Philip Hart in 2004 and is owned by Perigon Financial Holdings LLC, which is owned by Perigon Partners LLC. Perigon offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, retirement plans, and banking or thrift institutions. | Finance |
