Chief Market Strategist, Managing Director
Stephen Colavito, Jr. Managing Director, is the Chief Market Strategist for Lakeview Capital Partners. He is responsible for developing global investment insights and working with Lakeview’s advisors create actionable investment advice. Stephen is also responsible for representing Lakeview’s market views across all channels as a speaker and through the companies research.
Stephen has 25 years experience in the financial services industry. Prior to joining Lakeview, Stephen was a Managing Director and Portfolio Manager for Asset Preservation Advisors. His leadership role was to help the portfolio management team on various investment strategies and well as creating content for the firm on various investment issues.
Stephen holds his Bachelor of Science Degree from Florida International University in Finance, and worked as one of the top institutional fixed income salesmen for Bear Stearns Co. Inc. After Bear Stearns, Stephen was Director of Corporate Cash for Deutsche Bank and Barclays. His team worked to provide guidance to Fortune 500 treasury teams on cash and balance sheet investments.
Stephen has been seen on business shows including Arise XChange, Bloomberg News and Fox Business. Stephen has been a guest speaker at Texas A&M’s Mays School of Business and is a member of the Association of Financial Professionals (AFP). Stephen is an active member of his church and the father of three daughters.
Stephen holds his series 65 and is a Registered Investment Advisor.
Quote to live by; “Successful investing is having everyone agree with you later.” - Jim Grant