Stephen is a Senior Wealth Advisor on the High Net Worth Team, which serves families with $3.5 million or more of investable assets. He joined the team in 2018 after spending 13 years in our family office practice where he worked on complex client engagements and rose to help lead and manage the firm’s Wealth Advisory Operations. Stephen consults with families on all aspects of their financial affairs, including investment, estate, tax, insurance, philanthropy, retirement, debt and liquidity planning. His experience already has proved invaluable on the High Net Worth Team.
Stephen is a CERTIFIED FINANCIAL PLANNER™ practitioner. Prior to joining the firm in 2005, Stephen received a Master of Science in Financial Planning (MSFP), with distinction, from McCallum Graduate School of Business at Bentley University and a BS in Finance, Magna Cum Laude, from Bentley University. While at Bentley, he was a member of Beta Gamma Sigma International Honor Society, and was actively involved in community outreach programs.
Stephen resides in the Boston area with his wife and daughter and during his free time enjoys being involved in local community events and coaching in a youth basketball league.