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Stephen Michael Location
Boston, MA, US
Stephen Michael Work
Managing Director @ (August 2026 - Present)
Managing Director @ (August 2026 - Present)
Financial Advisor @ (October 2015 - August 2026)
Director @ (December 2014 - October 2015)
Vice President - Private Banking USA @ (April 2003 - December 2014)
Board Member @ One Family Inc. (March 2010 - October 2012)
Investment Associate @ (April 2002 - April 2003)
Investment Associate @ (August 2001 - April 2002)
Investment Associate @ Robertson Stephens (December 1999 - August 2001)
Investment Associate @ PaineWebber (UBS) (December 1997 - December 1999)
Stephen Michael Education
University of Massachusetts Amherst
Bachelor of Arts - BA (Legal Studies, General)
1994-1996
Stonehill College
Political Science and Government
1992-1994
Stephen Michael Skills
Services
Portfolio Management
Pinnacle
Financial Modeling
Business Development
Strategic Planning
Research
Alternative Investments
Wealth Management
Sales
Private Equity
Credit
Derivatives
Equities
Capital Management
Stephen Michael Summary
Stephen Michael, based in Boston, MA, US, is currently a Managing Director at Raymond James. Stephen Michael brings experience from previous roles at Raymond James, UBS Financial Services Inc. and Credit Suisse. Stephen Michael holds a 1994 - 1996 Bachelor of Arts - BA in Legal Studies, General @ University of Massachusetts Amherst. With a robust skill set that includes Services, Portfolio Management, Pinnacle, Financial Modeling, Business Development and more. Stephen Michael has 2 emails and 1 mobile phone numbers on RocketReach.
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