Chief Investment Officer at Alliance Global Partners
WALL STREET INTELLIGENCE. CAPITOL HILL INSIGHT.
Chief Investment Officer, Alliance Global Partners
President & Chief Investment Officer, Zofingen Private Wealth
Stephen Colavito, Jr. is Chief Investment Officer of Alliance Global Partners and President & Chief Investment Officer of Zofingen Private Wealth, a private wealth arm within A.G.P. offering wealth management, investment banking, and institutional trading for multi-family offices and business owners.
Over more than 25 years, Stephen has worked on the trading floors of Bear Stearns, Deutsche Bank, and Barclays, as well as across investment banking and corporate cash roles.
Today, he leads Zofingen Private Wealth's portfolio strategy and works at the intersection of markets and policy, combining Wall Street execution with Washington insight to understand how changes in policy, credit conditions, investor behavior, and capital markets can affect portfolios.
Stephen is also the author of The Vito Report, where he publishes market commentary and analysis. His insights have been featured across financial media including Bloomberg News, Fox Business, The Wall Street Journal, InvestmentNews, and Toggle Magazine.
His perspective is shaped by decades spent inside institutional markets as well as his work advising families, business owners, and private wealth clients through changing market cycles.
25+
Years
Wall Street trading-floor experience
Firm-level financial industry experience
Average client relationship
$7B+
Platform AUM
Across A.G.P. / Alliance Global Partners as of December 31, 2025
INSTITUTIONAL EXPERIENCE
Bear Stearns / Deutsche Bank / Barclays
Zofingen Private Wealth (ZPW) is a private wealth platform within Alliance Global Partners serving multi-family offices, business owners, and private wealth clients.
ZPW draws on the broader Alliance Global Partners platform, which manages more than $7 billion in assets under management as of December 31, 2025.
The firm's approach is centered on connecting investment strategy with institutional market experience and long-term wealth planning.
Private Wealth Management
Generational Wealth
Family Offices
Multi-Family Offices
Portfolio Strategy
Markets and Public Policy
Institutional Trading
Investment Banking
Private Capital
Credit Markets
Market Psychology
AI and Technology Investing
Risk Management
Capital Markets
Business Owner Wealth Strategy
Is the AI trade a stampede, and what ultimately triggers the crowd to turn?
What are credit spreads telling us that stocks aren't?
How does Washington policy move markets before Wall Street notices?
What did your experience at Bear Stearns teach you about risk that investors still misunderstand today?
What should families and business owners do differently if they want to protect generational wealth?
How do you translate decades of institutional trading and investment-banking experience into portfolio decisions for private wealth and family-office clients?
Weekly market commentary and analysis.
ZPW is developing a mobile application with CircleBlack.
The Wall Street Journal
InvestmentNews
Toggle Magazine
Commentary also featured on Bloomberg News.
Commentary also featured on Fox Business.
Stephen's segment · 8:00
Stephen's segment · 19:00
Stephen's segment · 18:30