Stephen Petersen, CFA

Stephen is a Partner in the Boston office. He has over 40 years of experience in the Investment Industry. He helps clients fulfill their financial and life goals through wealth planning and continuous investment management. His specialization includes public and private markets and managing taxable and tax-exempt accounts.  

Prior to joining Cerity Partners, Stephen was a Senior Vice President at Fidelity Investments. He managed both Equity Mutual Funds and Institutional assets 

Stephen enjoys being active outdoors and spending time with his family.