![Stephen Alan Colavito](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Stephen Alan Colavito worked as a Managing Director & Portfolio Manager at Asset Preservation Advisors, Inc. and as a Principal at The Bear Stearns Cos., Inc. He also served as a Wealth Advisor at Perigon Wealth Management LLC from 2021 to 2023.
Mr. Colavito obtained his undergraduate degree from Florida International University.
| Sociétés | Poste | Fin |
|---|---|---|
Perigon Wealth Management LLC
 Perigon Wealth Management LLC Investment ManagersFinance Perigon provides portfolio management services to clients using a combination of core and non-core investment strategies. Their core investment strategies typically represent the core of an investor's holdings. Each core strategy is comprised of large-cap US securities. The balance of an investor's portfolio is then typically comprised of non-core asset strategies to complement the risk-adjusted total return. Perigon primarily employs fundamental and technical analysis methods in developing investment strategies for its clients. Their investment approach is primarily long-term focused, but may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the client or due to market conditions. | Directeur en chef des Investissements | 12/06/2023 |
The Bear Stearns Cos., Inc.
 The Bear Stearns Cos., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage services | Corporate Officer/Principal | - |
Asset Preservation Advisors, Inc.
 Asset Preservation Advisors, Inc. Investment ManagersFinance APA focuses exclusively on managing tax-exempt and taxable municipal bond portfolios and seeks to capitalize on these and add value through active management. The firm aims to protect their clients’ principal and enhance yields by investing in high quality investment grade municipal securities. | Portfolio Manager-Fixed Income | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 4 |
|---|---|
The Bear Stearns Cos., Inc.
The Bear Stearns Cos., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage services | Finance |
Asset Preservation Advisors, Inc.
Asset Preservation Advisors, Inc. Investment ManagersFinance APA focuses exclusively on managing tax-exempt and taxable municipal bond portfolios and seeks to capitalize on these and add value through active management. The firm aims to protect their clients’ principal and enhance yields by investing in high quality investment grade municipal securities. | Finance |
Florida International University
 Florida International University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Perigon Wealth Management LLC
Perigon Wealth Management LLC Investment ManagersFinance Perigon provides portfolio management services to clients using a combination of core and non-core investment strategies. Their core investment strategies typically represent the core of an investor's holdings. Each core strategy is comprised of large-cap US securities. The balance of an investor's portfolio is then typically comprised of non-core asset strategies to complement the risk-adjusted total return. Perigon primarily employs fundamental and technical analysis methods in developing investment strategies for its clients. Their investment approach is primarily long-term focused, but may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the client or due to market conditions. | Finance |
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