Client Advisory

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

Connect with Stephen

By clicking “Submit”, 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.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, 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.