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Biography

Stephen is Principal in the New York office, where he provides clients with a high level of service. In this role, he is responsible for examining data to help the team make investment portfolio decisions. Stephen gives prompt and thorough attention to clients’ various financial planning needs and his ability to get the job done and be a team player are major contributors to his success at the firm.

Prior to joining Cerity Partners, Stephen served as a Senior Financial Analyst at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. In this role, he analyzed data to help develop comprehensive financial plans for clients.

Education

  • B.S. in Finance, cum laude, from Fairfield University in Connecticut

Highlights

  • Holds the FINRA Series 65 securities license

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