Advisor & Manager, Family Office Services
As an Advisor, Stephen delivers integrated wealth management solutions to single and multi-generational families. His 20+ years of experience in the financial services industry provides a deep technical understanding of single and multi-family office operations. His specialty is assisting families transition from a single-family office to being served by Gresham.
Prior to joining Gresham in 2007, Stephen worked at a number of large financial institutions both advising clients, back-office administration, investments and operations.
- B.S., Finance, Illinois State University
- M.B.A., Finance, Loyola University Chicago
- Member, CFA® Institute Chicago
- Member, CFA® Society of Chicago
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Analyst™
- Personal Interests: Music and volleyball