Stephen Colavito, Jr., named Chief Investment Officer at San Blas Securities
San Blas Securities, an Atlanta-based, full-service independent broker-dealer and investment bank with an independent advisor network, today announces the appointment of Stephen Colavito, Jr., to the firm’s newly-created position of chief investment officer. In this role he is responsible for developing global investment insights and working with San Blas Securities advisors to create actionable advice.
Colavito’s career in wealth management and investing spans 25 years of broad-based experience. He worked in investment banking and headed corporate cash at Bear Stearns, Co., Deutsche Bank, and Barclays. After his time at the wire houses, Colavito was a short-duration portfolio manager prior to joining San Blas Securities. He holds FINRA Series 7, 63, and 65 licenses and is an investment advisor representative. He writes industry articles, speaks at industry and business meetings, and provides commentary on business and investment shows such as Bloomberg News, Fox Business and AriseXchange.
“We are so fortunate to have someone of Stephen’s caliber join San Blas in the CIO role,” said Alex McKenzie, Executive Chairman. “He has a strong command of wealth management investment strategies and understands capital markets as well, which is a major portion of our business. He will be representing San Blas Securities’ market views across all channels and through research. His passion for our industry is in his DNA and he is a key addition to our senior management team.”
“Our corporate, publicly-traded Fortune 500 clients who are accessing the debt and equity capital markets who assign San Blas as a co-manager or service provider are requesting more in-depth coverage regarding relevant independent ideas and insight. Stephen’s background in corporate treasury solutions will propel the firm’s value proposition for these clients,” McKenzie continued.
“I made the move to San Blas to be part of the secret sauce that San Blas has going for it not only for its capital markets clients but as it moves to becoming a major player in the RIA space,” Stephen Colavito, CIO, said. “Most advisors like their independence but at the same time want the investment banking access that San Blas already has established,” he explained.