2019 -now Partner-in-Charge, Family Advisory Services @
2019 -now Founder, Chairman and CEO @
2014 -2018 Head of Family Wealth Advisors and Senior Management Committee Member @ Bank of the West/BNP Paribas NY Wealth Management
2006 -2012 Chief Executive Officer @
2002 -2005 President @ Atlantic Trust
2001 -2002 Executive Vice President @ FleetBoston Financial
1993 -2000 President of Chase Global Asset Management @ Chase Manahattan Bank
1990 -1993 First Vice President @ Mellon Bank Corporation, The Boston Company
1984 -1990 Senior Tax Manager @
1984 -1990 Adjunct Professor, Carroll Graduate School of Management @
Steve Prostano Education
Boston College
BA (Economics and Philosophy)
Boston University School of Law
LL.M. (Taxation)
University of Miami School of Law
Steve Prostano Skills
Strategic Planning
Wealth Management
Family Office
Mergers
Acquistions
Marketing Strategy
Asset Managment
Investments
Start-ups
Financial Services
Private Banking
Asset Allocation
Hedge Funds
Private Equity
Asset Management
Strategic Financial Planning
Wealth Management Services
Estate Planning
Succession Planning
Strategy
Mergers & Acquisitions
Portfolio Management
Investment Advisory
Financial Advisory
Mutual Funds
Investment Management
High Net Worth Individuals
Wealth
Equities
Finance
Financial Planning
Investment Strategies
Public Speaking
Start Ups
Business Strategy
Project Management
Research
Mergers and Acquisitions
Steve Prostano Summary
Steve Prostano, based in New York, NY, US, is currently a Founder, Chairman and CEO at The UHNW Institute. Steve Prostano brings experience from previous roles at PKF O'Connor Davies, LLP, Bank of the West/BNP Paribas NY Wealth Management, Silver Bridge and Atlantic Trust. Steve Prostano holds a BA in Economics and Philosophy @ Boston College. With a robust skill set that includes Strategic Planning, Wealth Management, Family Office, Mergers, Acquistions and more. Steve Prostano has 4 emails and 6 mobile phone numbers on RocketReach.
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