Stephen Santangelo Email & Phone Number
Founder and President @ Matriarch Wealth Management
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Stephen Santangelo Location
- Miami, FL, US
Stephen Santangelo Work
- 2023 -now Founder and President @
- 2019 -2023 Senior Wealth Strategy Associate @
- 2017 -2019 Investment Specialist @
- 2015 -2017 Research Analyst - FinTech and Payments @
- 2013 -2016 U.S. Equity Associate Portfolio Manager @
Stephen Santangelo Education
- Kaplan University
Certificate in Financial Planning (Financial Planning and Services)
2018-2018 - University of Maryland - Robert H. Smith School of Business
Bachelor of Science (BS) (Finance and Business Management Double Major)
2009-2013
Stephen Santangelo Summary
- Stephen Santangelo, based in Miami, FL, US, is currently a Founder and President at Matriarch Wealth Management. Stephen Santangelo brings experience from previous roles at UBS, J.P. Morgan Private Bank and J.P. Morgan Asset Management. Stephen Santangelo holds a 2018 - 2018 Certificate in Financial Planning in Financial Planning and Services @ Kaplan University. Stephen Santangelo has 1 emails and 2 mobile phone numbers on RocketReach.
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