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Stephen Colavito

Managing Director - Chief Investment Officer Chief Market Strategist Lakeview Capital Private Wealth Lakeview Capital Partners, LLC.

Stephen Colavito Jr. is a seasoned financial professional with over 25 years of experience in wealth management and investing. He currently serves as the Chief Investment Officer at San Blas Securities, a position he has held since May 2023.1 Prior to this, he was the Managing Director, Chief Investment Officer of Wealth, and Chief Market Strategist at Lakeview Capital Partners, LLC from 2018 to 2021.4

In his role at San Blas Securities, Colavito is responsible for developing global investment insights and working with advisors to create actionable investment advice.1 He holds FINRA Series 7, 63, and 65 licenses and is an investment advisor representative.1

Colavito's career includes significant experience in investment banking and corporate treasury:

  • Worked at Bear Stearns Co., Deutsche Bank, and Barclays, heading corporate cash departments13
  • Served as a short-duration portfolio manager before joining San Blas Securities1
  • Held positions at Asset Preservation Advisors as Managing Director and Portfolio Manager3

He is known for his expertise in:

  • Developing global investment insights
  • Creating actionable investment advice
  • Representing market views across various channels
  • Speaking at industry events and providing commentary on business shows like Bloomberg News and Fox Business13

Colavito holds a Bachelor of Science Degree in Finance from Florida International University.2 He is passionate about finance and technology, and has a background in sports, having played NCAA Division I tennis during his university years.3

Highlights

Stephen Colavito, Jr., named Chief Investment Officer at San Blas ...
Leadership | Bison Wealth - Charlotte
Leadership | Bison Wealth - Charlotte
Apr 22 · togglemag.com
Stephen Colavito – Lakeview Capital Partners - ToggleMAG
Stephen Colavito – Lakeview Capital Partners - ToggleMAG

Related Questions

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Stephen Colavito
Stephen Colavito, photo 1
Stephen Colavito, photo 2
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Location

Atlanta, Georgia, United States