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Stephen Fordyce Location
New Haven, CT, US
Stephen Fordyce Work
2024 -now Founder and Managing Partner at Centel Wealth Advisory @
2013 -2024 Partner, Managing Director @
1993 -2013 Financial Advisors @
1990 -1993 Athletics Coach @
Stephen Fordyce Education
Middlebury College
BA (Economics)
1985-1989
St Bernard High School 1981-1985
Stephen Fordyce Skills
Retirement Planning
Wealth Management
Equities
Financial Planning
Mutual Funds
Investment Advisory
Fixed Income
Hedge Funds
Portfolio Management
Investment Management
Capital Markets
Investment Banking
Event Planning
Project Management
Marketing
Stephen Fordyce Summary
Stephen Fordyce, based in New Haven, CT, US, is currently a Founder and Managing Partner at Centel Wealth Advisory at Centel Wealth Advisory. Stephen Fordyce brings experience from previous roles at Snowden Lane Partners, Merrill Lynch and Sacred Heart University. Stephen Fordyce holds a 1985 - 1989 BA in Economics @ Middlebury College. With a robust skill set that includes Retirement Planning, Wealth Management, Equities, Financial Planning, Mutual Funds and more. Stephen Fordyce has 2 emails and 2 mobile phone numbers on RocketReach.
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