What do you enjoy most about wealth management?
Coming alongside our clients and helping them make important life decisions. I enjoy building relationships with clients and hearing about their diverse range of experiences. I find the opportunity to play a role in the decision-making process for families to be a great honor and privilege.
What do you love most about being part of Aspiriant?
The culture. I’ve come to find my colleagues to be hard-working, talented and above all else, focused on consistently delivering a high level of service to our clients.
What professional accomplishments are you most proud of?
Designing and teaching a course at my alma mater.
What quality of yours makes you best suited to what you do?
I enjoy learning and then sharing what I’ve learned with our clients to advance their understanding of financial markets and help them feel more comfortable making investment decisions.
What do you love to do outside of work?
Watching college football on the weekends with my wife and our golden retriever. (They are both equally thrilled to watch the games.)
What would you be doing if you weren’t working for Aspiriant?
My dream job, outside of my current role, would be the general manager of the Chicago Bears or a college professor.
What personal accomplishments are you most proud of?
- Helping families rebuild after Hurricane Katrina.
- Helping former colleagues and classmates as they started their careers through my involvement with the University of Illinois’ Financial Planning Program. I served on an advisory board and mentored student leaders.
Education and accreditation
- B.S. in Financial Planning, with High Honors, from the University of Illinois, Urbana-Champaign
- Chartered Financial Analyst®
- Chartered Alterative Investment Analyst (CAIA)
Stephen brings nearly a decade of investment management experience to his role as a Senior Research Analyst in the Investment Strategy & Research group. Stephen works with his colleagues from our Orange County office on asset allocation, investment strategy and manager selection decisions.
Prior to joining Aspiriant in 2016, Stephen was a member of the Investment Committee at Balasa Dinverno Foltz LLC, which manages assets primarily for individuals, families and institutional clients. In addition to investment strategy responsibilities, he provided investment and wealth advisory services to high net worth individuals and families.
Stephen earned a Bachelor of Science degree in Financial Planning with high honors from the University of Illinois, Urbana-Champaign. He holds the Chartered Financial Analyst® (CFA®), Chartered Alternative Investment Analyst (CAIA), and the Certified Financial PlannerTMTM (CFP®) designations. He is also a member of the CFA Institute and CAIA Association.
Stephen lives in Orange County with his family.