Stephen joined CNG in April 2010 as the investment/wealth research management assistant.
In his role, Stephen assists in implementing the Wealth Navigation Process™, which includes defining clients’ investment objectives, determining asset allocation, portfolio construction, and managing and monitoring investments.
Stephen also assists in working with clients on retirement, estate, risk management, business, and tax planning strategies.
Prior to joining CNG, Stephen worked for eight years at Lowell Blake and Associates in Boston, an investment management company that addresses the investment/wealth management needs of high-net-worth individuals, businesses, nonprofits, and foundations.
Stephen served as a senior account manager and senior research associate.
Stephen holds a BS in business management with a concentration in finance from Bryant University in Smithfield, Rhode Island. He also is a CFP® Professional.
Stephen resides in Salem, Massachusetts, with his wife, Katie, and two energetic boys, Henry and Ronan. Beyond being exhausted chasing his kids around, he enjoys playing golf and following the Boston sports teams, specifically the Bruins.