Stephen has managed and advised the assets of individual and institutional clients for the past 40 years. At Prio Wealth, he provides thoughtful and dynamic investment advisory solutions for many of the firm’s institutional clients, in addition to complex multi-generational families. He joined Prio Wealth in 2013, and is a Managing Partner of the firm. He is a member of Prio’s Investment Committee, and a key contributor to Prio’s macroeconomic discussions for current and prospective clients.
Prior to joining Prio Wealth, Stephen had an accomplished tenure at Fidelity Investments, most recently as Senior Vice President, Investments, and Portfolio Manager of Fidelity Equity-Income Fund. Stephen began his Investment Management career at Fidelity as an Equity Analyst.
Stephen is a graduate of the University of Wisconsin with a Bachelors Degree (BBA) in Business, and a Masters Degree (MS) in Finance. Stephen currently Chairs the Investment Committee of the University of Wisconsin Foundation. He also is Co-Chair of the Executive Committee for the Catholic Schools Foundation Inner-City Scholarship Fund. Stephen is a Chartered Financial Analyst®.
Stephen’s personal priorities include studying the financial markets, golfing, and spending time with his wife, adult children, and grandchildren.