Stephen Laforte Email & Phone Number
Cofounder of LS Wealth Partners @ Citizens Private Wealth
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Stephen Laforte Location
- Jupiter, FL, US
Stephen Laforte Work
- 2024 -now Cofounder of LS Wealth Partners @
- 2022 -2024 Independent Wealth Advisor- Principal Partner @
- 2020 -2024 Senior Vice President @
- 2019 -2020 Regional President @
- 2015 -2019 Senior Director, Team Leader @
- 2007 -2015 Vice President, Senior Portfolio Manager @
Stephen Laforte Education
- Florida Bankers Association
CTFA certificate (Trust and Wealth Management )
2010-2012 - Nova Southeastern University
Master of Business Administration (MBA)
2007-2009 - Florida Atlantic University
Bachelor of Business Administration (B.B.A.) (Finance)
1996-2000
Stephen Laforte Skills
- Wealth Management
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Alternative Investments
- Equities
- Fixed Income
- Asset Managment
- Hedge Funds
- Bloomberg
- Bonds
- Investment Strategies
- Investment Management
- Investments
- Private Banking
- High Net Worth Individuals
- Strategic Financial Planning
- Financial Analysis
- Loans
- Retirement
- Banking
- Financial Services
- Wealth Management Services
- Investment Advisory
- Trading
- Financial Markets
- Retirement Planning
- Wealth
- Relationship Management
- Trust Services
- ETFs
- Institutional Investments
- Financial Advisory
- Portfolio Optimization
- Tactical Asset Allocation
- Fixed Income Analysis
- Credit Analysis
- Emerging Markets
- Estate Planning
- Finance
- Hedging
- High Yield
- Fixed Income Portfolio Management
- Securities
- Series 7
- Capital Markets
- FX Options
- Asset Management
- Risk Management
- Project Management
- Team Building
- Planning
- Research
Stephen Laforte Summary
- Stephen Laforte, based in Jupiter, FL, US, is currently a Cofounder of LS Wealth Partners at Citizens Private Wealth. Stephen Laforte brings experience from previous roles at Fifth Third Private Bank and BNY Mellon Wealth Management. Stephen Laforte holds a 2010 - 2012 CTFA certificate in Trust and Wealth Management @ Florida Bankers Association . With a robust skill set that includes Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments and more. Stephen Laforte has 2 emails and 2 mobile phone numbers on RocketReach.
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Others Named Stephen Laforte
Stephen Laforte
Cofounder of LS Wealth Partners
Jupiter, FL, US
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Boise, ID, US
Stephen Laforte
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Fort Lauderdale, FL, US
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