Stephen Lapointe Email & Phone Number
Chief Operations Officer @ Goldstone Financial Group
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Stephen Lapointe Location
- Naperville, IL, US
Stephen Lapointe Work
- Chief Operations Officer @ (December 2025 - Present)
- Director Of Operations @ (February 2017 - December 2025)
- Manager, Separate Managed Account Operations @ (March 2006 - February 2017)
- Senior Portfolio Administrator @ (November 1999 - March 2006)
- Anthropology Collections Management Assistant @ (January 1999 - November 1999)
- Interpretive Ranger @ (June 1996 - September 1998)
Stephen Lapointe Education
- Western Michigan University
BA (Anthropology)
1993-1997 - Forest Hills Central High School 1989-1993
Stephen Lapointe Skills
- Series 6
- Series 63
- Portfolio Management
- Equities
- Mutual Funds
- Operations Management
- Back Office
- Fixed Income
- Investments
- Microsoft Excel
- Asset Management
- Securities
- Billing Process
- Security APL
- Portia
- Longview
- Advent
- Bloomberg
- Computer Hardware
- Computers
- Computer Proficiency
- Project Management
- Organizational Effectiveness
- Management
- Alternative Investments
- Trading
- Financial Services
- Invoicing
- Billing Systems
- Securities Regulation
- Financial Operations
- Investment Management
- Investment Management Compliance
- GIPS
- Team Management
- Mentoring
Stephen Lapointe Summary
- Stephen Lapointe, based in Naperville, IL, US, is currently a Chief Operations Officer at Goldstone Financial Group. Stephen Lapointe brings experience from previous roles at Segall Bryant & Hamill, Mesirow Financial and The Field Museum. Stephen Lapointe holds a 1993 - 1997 BA in Anthropology @ Western Michigan University. With a robust skill set that includes Series 6, Series 63, Portfolio Management, Equities, Mutual Funds and more. Stephen Lapointe has 3 emails and 2 mobile phone numbers on RocketReach.
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