Stephen received his B.A. in Financial Economics from the University of Rochester and holds his Series 7, Series 63, and Series 66 licenses. He joined Novem group in 2018 as a Trading & Operations Associate. In his current role, Stephen works directly with advisors to ensure the operations supporting Novem Group’s investment strategies function smoothly. He specializes in market research and options trading at Novem Group. Stephen is a CFA Level II Candidate.
Stephen currently lives in Irondequoit with his wife, Nicole, and their dog Bo. He enjoys golfing, hiking, and travelling in his free time
*Securities offered through American Portfolios Financial Services, Inc., Member: FINRA, SIPC.
***Advisory services offered through Novem Group, an SEC-Registered Investment Adviser, which is independent of American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc.
Novem Group is not affiliated with FourBridges Financial Group.
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