Experience and Education

Stephen works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

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.