Stephen is the Senior Managing Director of Jurist Private Wealth and a Partner at Center Street Capital Advisors (a member of the Wells Fargo Advisors Financial Network).
Stephen is a seasoned and committed professional with three decades in the Wealth Management industry. Over the years, Stephen has focused on providing customized investment management solutions to high-net-worth individuals and their families, as well as cash management strategies for both individuals and institutions. Stephen brings a high level of energy and motivation to building relationships with clients and diligently strives to help them achieve their financial goals. He has been awarded several honors, which include for managing over $1 billion in assets. Stephen has been recognized by Forbes as a Best-In-State Wealth Advisor for 2024, 2023, 2022, 2021 and 2020.
Stephen’s previous work history includes comprehensive financial analysis and auditing experience in the re-insurance industry. Stephen graduated from the University of Florida with a Bachelor of Science degree in Finance. Stephen and his wife, Kara, live in Boca Raton, FL. Their son, Ryan, recently joined Jurist Private Wealth as a Vice President, ensuring that clients know they have a multi-generational team to develop, review, and adjust to the ever-evolving wealth management landscape. Ryan previously worked in the Investment Banking industry in NYC.
In the community, Stephen is currently a mentor for American Corporate Partners’ Veteran Mentoring Program. He has also previously served on numerous committees for his synagogue. In his spare time, Stephen and his family are avid adventure travelers and have visited over 42 countries. Additionally, Stephen enjoys playing soccer.
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