Steve Prostano Email & Phone Number
Founder, Chairman and CEO @ The UHNW Institute
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Steve Prostano Location
- New York, NY, US
Steve Prostano Work
- 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
- University of Miami School of Law
JD
- Boston College
BA (Economics and Philosophy)
- Boston University School of Law
LL.M. (Taxation)
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 JD @ University of Miami School of Law. With a robust skill set that includes Strategic Planning, Wealth Management, Family Office, Mergers, Acquistions and more. Steve Prostano has 4 emails and 3 mobile phone numbers on RocketReach.
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