About Stephen
Prior to joining Focus Partners Wealth, Stephen was a co-founder of Siena Investments. Among other past professional experience, Stephen worked near Chicago, Illinois, as one of five advisors managing nearly $1 billion in investment funds for individuals, businesses, and nonprofits. Prior to his role as an investment advisor, he worked on the LIBOR (London Interbank Offered Rate) and Euro Dollar trading floors at the Chicago Mercantile Exchange.
Education and Professional Milestones
-Michigan State University - Bachelor of Arts in psychology
-The American College - Master of Science in financial services – advanced financial planning
-Isenberg School of Management at the University of Massachusetts - Master of Business Administration
-DePaul University College of Law - Doctor of Law
-University of California, Berkeley - certificate in accounting
Prior to joining Focus Partners Wealth, Stephen was a co-founder of Siena Investments. Among other past professional experience, Stephen worked near Chicago, Illinois, as one of five advisors managing nearly $1 billion in investment funds for individuals, businesses, and nonprofits. Prior to his role as an investment advisor, he worked on the LIBOR (London Interbank Offered Rate) and Euro Dollar trading floors at the Chicago Mercantile Exchange.
Education and Professional Milestones
-Michigan State University - Bachelor of Arts in psychology
-The American College - Master of Science in financial services – advanced financial planning
-Isenberg School of Management at the University of Massachusetts - Master of Business Administration
-DePaul University College of Law - Doctor of Law
-University of California, Berkeley - certificate in accounting