Paul Colonna

Examiner
DISC Type : cs

President and Chief Investment Officer at Lockheed Martin

Bethesda, Maryland, United States

Overview

Paul Colonna is the President and Chief Investment Officer for Lockheed Martins investment arm, managing over $80 billion in retirement assets. A CFA charterholder, his extensive career includes senior investment leadership roles at State Street Global Advisors and GE Asset Management, establishing him as a thought leader in the industry.

[No verified personal information available]

He was recently named "CIO of the Year" for his innovative approach to integrating private equity investments into defined contribution (DC) retirement plans.

Personality Overview

Status Quo Seeker

Unexpressive

Tough To Convince

They are always well-planned and adopt a systematic approach.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

DC Plan Innovation
He is recognized for pioneering the integration of private equity and other alternative investments into defined contribution plans to enhance participant returns.
Private Equity
A key part of his strategy involves utilizing private equity co-investments within retirement portfolios, a topic he frequently discusses publicly.
Asset Allocation
As CIO, he is responsible for the overall investment strategy, risk management, and asset allocation for Lockheed Martin's extensive retirement trust assets.

Media Appearances

Lockheed Martin Names Paul Colonna as President and Chief Investment Officer of Lockheed Martin Investment Management Company. Featured in Lockheed Martin Newsroom

See Now

Work History

1-2019
President and Chief Investment Officer at Lockheed Martin
7-2016 - 9-2018
EVP, Chief Investment Officer at State Street
2-2000 - 7-2016
President and Chief Investment Officer at GE Asset Management

Education

1986 - 1990
Bachelor of Science (BS) from Villanova University
Master of Business Administration (MBA) from University of Maryland

More Information

Social Presence :

Prographics :

Exp : 25 Location : Bethesda, Maryland, United States Job Level : Leadership Designation : President and Chief Investment Officer at Lockheed Martin
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Insights For Selling To Paul

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Paul

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Paul move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Paul take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Paul

Personality Compatibility


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