Stephen is head of the Mid-Atlantic Region for the J.P. Morgan Private Bank . Stephen leads a team of 50 professionals that oversee more than $27B in client assets. He and his team advise families, public and private executives, and foundations on comprehensive wealth management strategies including portfolio construction, tax-efficient investment management, credit strategies, and generational wealth transfer.
Before joining J.P. Morgan, Stephen was a Vice President in the Investment Management Division of Goldman Sachs where he oversaw portfolio management and wealth planning for clients throughout the Mid-Atlantic region. Prior to joining Goldman Sachs, Stephen was a Portfolio Manager at United States Trust Company in New York. While at U.S. Trust Stephen managed assets for high net worth families and foundations and was a member of the Investment Research Committee. Previously he was a Financial Analyst at Sanford C. Bernstein, a New York based investment management and research firm. He is a Certified Financial Planner.
Stephen earned his BA from Colgate University and his MBA in finance from Vanderbilt University. Stephen is active in a number of community organizations and is on the Board of Directors for the Philadelphia Ronald McDonald House.
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