Stephen joined BBR Partners in 2024 and is a Vice President of Portfolio & Wealth Advisory. His responsibilities include supporting Portfolio and Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors.

Prior to joining BBR, Stephen was a Vice President Financial Consultant at Charles Schwab. Prior to Schwab, he was an Associate Director at UBS. Stephen holds a Bachelor of Arts degree from Franklin and Marshall College with a concentration in Business and Environmental Studies. He earned his Certified Financial Planner designation in 2021.

Stephen lives in New York City with his wife, Francesca. Outside of the office, Stephen enjoys playing golf, squash, and traveling with his friends and family.