Steve Colbert

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Profile

Steve Colbert worked as a Research Analyst at The Colony Group LLC.
He then worked as an Equity Research Analyst at Canaccord Adams, Inc. from 2004 to 2008.
Recently, he worked as an Associate Analyst at Wells Fargo Securities LLC from 2020 to 2022.
Mr. Colbert completed his undergraduate and graduate degrees at Boston College.

Former positions of Steve Colbert

Companies	Position	End
Wells Fargo Securities LLC Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/01/2022
Focus Partners Wealth LLC Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle.	Analyst-Equity	-
Canaccord Adams, Inc. Canaccord Adams, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	29/02/2008

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Private companies	4
Focus Partners Wealth LLC Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle.	Finance
Canaccord Adams, Inc. Canaccord Adams, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Boston College Boston College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wells Fargo Securities LLC Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance