In 2002, Stephen began his career in finance as a Financial Advisor with AG Edwards & Son’s, which later merged with Wachovia Securities/ Wells Fargo in 2007. He remained an employee of Wells Fargo until 2009, when he was approached by Tad Edwards, CEO and asked to be one of 5 Financial Advisors to help open the second office for Benjamin F Edwards & Co. Benjamin F Edwards is a privately held brokerage firm based in St Louis, MO.
Prior to joining AG Edwards & Son’s, Stephen had worked as a Special Investigator with a company named United States Investigation Services that provided information and security services to government agencies and commercial enterprises. There he held a level 2 security clearance authorized by the United States Office of Personnel Management (OPM).
He graduated from the University of Scranton in 2001 with a B.A. in Marketing. Stephen earned the designation of an Accredited Asset Management Specialist through the College of Financial Planning, in 2005.
Stephen and his wife, Caroline met through a good friend and had their first date in 2005 in New York City. They married in 2007 in Westbury, NY. After living in the City for 2 years, they decided to buy a home in Eastchester, NY and start a family of their own. A year later, they had their first child, a little girl they named, Riley. In 2012, two years later, they had their second daughter, they named her Keira. Stephen and his family now reside in Armonk, NY.
He is presently a Trustee to North Castle Historical Society, a Committee Member of to Westchester Community Foundation and has Chaired the ANDRUS Children’s Center charity golf event from 2014-2019.
Most of Steve’s time is spent with ‘his girls’ or with friends and clients.He Loves to snowboard, mountain bike, golf or work in the yard. Research is an enormous part of the business and Steve tends to do a tremendous amount of analysis to better understand where clients portfolios should be positioned to better balance risk and return.
