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Biography

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. 

Learn more about my practice.

Education

  • BBA University of Wisconsin 
  • MS-Finance University of Wisconsin 

Highlights

  • Chartered Financial Analyst (CFA) 
  • Board of Directors University of Wisconsin Foundation and Alumni association 
  • Board of Advisors Boston Catholic Schools Foundation 

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.