Stephen Pomposi

Senior Wealth Advisor

Experience and Education

Stephen advises clients through all stages of their lives, providing wealth management solutions including investment management, estate planning, tax planning and retirement forecasting. He also works with corporate executives on advanced estate planning strategies to maximize equity compensation while managing risk and tax implications.

Prior to joining Mariner, Stephen was a client service associate at JPMorgan Chase Bank, where he supported a team of private bankers to help cover a client’s private banking relationship including credit, investment and deposit products and solutions. Prior to that, he was a paraplanner at Ameriprise Financial where he assisted clients with financial planning and investments.

He has a bachelor’s degree in accounting and business administration with an emphasis in international business from Marist College.

Personal Interests

Stephen enjoys tennis and hiking.

Stephen’s Office

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