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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 ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Analyst-Equity | 31/12/2021 |
The Colony Group LLC
![]() The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Analyst-Equity | - |
Canaccord Adams, Inc.
![]() Canaccord Adams, Inc. Investment Banks/BrokersFinance Canaccord Adams, Inc. is an independent financial services firm and broker/dealer headquartered in Boston with additional offices in New York City, San Francisco, Evanston, Illinois and Houston, Texas. The firm provides research to help clients make informed investment decisions. Their analysts seek to identify opportunities and expose risk with a focus on emerging and small- to mid-cap growth companies. Canaccord Adams focuses on seven sectors, clarifying current events and anticipating market trends in high-quality daily, weekly and monthly research products. The seven sectors they focus on are: metals and mining, energy, technology, life sciences, real estate and gaming, consumer and industrial growth. Canaccord Adams is a subsidiary of Vancouver-based Canaccord Financial, Inc. They are a member of the NASD and the SIPC. | Analyst-Equity | 28/02/2008 |
Training of Steve Colbert
Boston College | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Canaccord Adams, Inc.
![]() Canaccord Adams, Inc. Investment Banks/BrokersFinance Canaccord Adams, Inc. is an independent financial services firm and broker/dealer headquartered in Boston with additional offices in New York City, San Francisco, Evanston, Illinois and Houston, Texas. The firm provides research to help clients make informed investment decisions. Their analysts seek to identify opportunities and expose risk with a focus on emerging and small- to mid-cap growth companies. Canaccord Adams focuses on seven sectors, clarifying current events and anticipating market trends in high-quality daily, weekly and monthly research products. The seven sectors they focus on are: metals and mining, energy, technology, life sciences, real estate and gaming, consumer and industrial growth. Canaccord Adams is a subsidiary of Vancouver-based Canaccord Financial, Inc. They are a member of the NASD and the SIPC. | Finance |
The Colony Group LLC
![]() The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Finance |
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