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Stephen Kolano, CFA, is the Chief Investment Officer for BNY Mellon Investor Solutions. In this role, he is responsible for all aspects of the investment process, from research and design portfolio, to implementation, to risk management, as well as overseeing all activities undertaken by the solutions strategist to win and retain business.
Stephen was previously the Director of Quantitative Research and Analytics for BNY Mellon Wealth Management, a role in which he provided research and analysis related to asset allocation, portfolio construction, and asset class behavior.
Prior to joining BNY Mellon Wealth Management, Stephen was the head of multi-asset solutions for the Investment Strategy & Solutions Group (ISSG) within BNY Mellon Investment Management. In addition, Stephen was a Portfolio Manager & Investment Strategist working with clients on issues related to their investment policy and asset allocation decisions. The group focused on three major functions: multi-asset portfolio construction, asset allocation, and capital market strategy. It served clients ranging from retail intermediaries to highly sophisticated institutions.
Prior to joining the Investment Strategy and Solutions team, Stephen held various roles at Mellon legacy firm the Boston Company Asset Management over the course of almost eight years with the firm including: global equity trader, equity analyst on the Opportunistic Value team with coverage responsibilities for Technology (Ex-Software) and Industrials, client service, and business planning, where he supported strategic planning initiatives of the Executive Team at The Boston Company. Prior to joining the Boston Company in 2002, Stephen was a junior block trader for JP Morgan Chase where he traded European equities and ADRs.
Stephen holds a degree in economics from Wesleyan University, a master’s degree in Finance from the Carroll School of Management at Boston College and also holds the Chartered Financial Analyst designation. Stephen is a member of the Boston Economic Club, Boston Security Analysts Society, and also the CFA Institute.