Stephen Alan Colavito
Chief Investment Officer at Perigon Wealth Management LLC
Stephen Alan Colavito active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Investment Officer | 2021-11-30 | - |
| Portfolio Manager-Equities | 2021-11-30 | - |
Career history of Stephen Alan Colavito
Former positions of Stephen Alan Colavito
| Companies | Position | Start | End |
|---|---|---|---|
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 | 2015-10-31 | - |
Training of Stephen Alan Colavito
| Florida International University | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Fixed Income | 1 |
| Undergraduate Degree | 1 |
| Corporate Officer/Principal | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
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 |
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 |
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 |
