Mike Stephens Email & Phone Number

Vice President and Investment Officer @ Fiduciary Trust Company

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Mike Stephens Location

Boston, MA, US

Mike Stephens Work

2021 - now Vice President and Investment Officer @ Fiduciary Trust Company
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2018 - 2021 Vice President, Wealth Advisor @ Eaton Vance WaterOak Advisors
2016 - 2018 Managing Director @ Boston Financial Management, LLC

2013 - 2016 Wealth Manager @ Boston Financial Management, LLC (formerly Emerson Investment Management)
2004 - 2013 Co-Founder, Investment Advisor @ Oasis Capital Management

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Mike Stephens Education

St. Andrews High School
Master of Business Administration - MBA
Columbia University in the City of New York
Bachelor of Arts - BA (Psychology)
Cornell Johnson Graduate School of Management

Marietta College

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Mike Stephens Summary

Mike Stephens, based in Boston, MA, US, is currently a Vice President and Investment Officer at Fiduciary Trust Company. Mike Stephens brings experience from previous roles at Eaton Vance WaterOak Advisors, Boston Financial Management, LLC, Emerson Investment Management and Oasis Capital Management. Mike Stephens holds a Master of Business Administration - MBA @ St. Andrews High School. Mike Stephens has 1 emails on RocketReach.

Mike Stephens Emails

Found 1 emails

@fiduciary-trust.com

Mike Stephens Phone Numbers

Found 2 phone numbers

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