Client Relationship Manager
As a Client Relationship Manager, Stephen plays an integral role, working closely with the firm’s Producers to manage the underwriting and service needs of our clients. He collaborates closely with all internal business units, as well as outside professionals, to provide exceptional and proactive client service. He works with multigenerational families and their advisors to deliver on the firm’s commitment to administrative excellence. Stephen holds FINRA Series 6 & 63 securities registrations. Stephen lives in Groveland, MA with his wife and two children. When not in the office, he enjoys traveling with his family, spending time outdoors, and cheering on his college alma mater, THE Ohio State Buckeyes football team.