Steve Kolano

An industry veteran with over two decades of experience, Steve uses his passion and fascination with capital markets to create portfolios that support clients’ journeys across the wealth spectrum. 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.