Steven Digregorio Email & Phone Number
President, Sr Portfolio Manager @ Compass Asset Management Group
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Steven Digregorio Location
- New York, NY, US
Steven Digregorio Work
- President, Sr Portfolio Manager @ (September 2009 - Present)
- Investment Advisor Representative @ (September 2009 - Present)
- Assistant Market Director, SVP @ (January 2007 - September 2009)
- Private Wealth Management Group, Regional Director, SVP @ (August 2004 - January 2007)
- Wealth Management Group, SVP @ (February 1998 - August 2004)
- District Sales Manager and Satellite Office Manager @ (October 1987 - February 1998)
- Analysis Division @ (September 1983 - August 1986)
Steven Digregorio Education
- College for Financial Planning
Accredited Asset Management Specialist (AAMS)
2007-2007 - CFA Institute
Certified Financial Analyst
2003-2004 - The American College of Financial Services
Certified Financial Planning (CFP)
2001-2003 - Marist University
Certified Financial Planning (CFP)
1999-2001 - State University of New York at Plattsburgh
Business (Economics)
1983-1987
Steven Digregorio Skills
- Organizational Leadership
- Team Management
- Wealth Management
- Retirement Planning
- Estate Planning
- Investment Advisory
- Strategic Financial Planning
- Finance
- Investment Strategies
- Financial Advisory
- Public Speaking
- Team Building
- Investment Management
- 401k Rollovers
- Trusts
- Succession Planning
- Insurance
- Wealth Management Services
- Personal Financial Planning
- Qualified Retirement Plans
- Investment Policy Statements
- Executive Pay
- Life Insurance
- Financial Planning
- Entrepreneurship
- Qualified Domestic Relations Orders
- Certified Divorce Financial Analyst
- 501(c)(3)
- Sales Management
- Management
- Investments
- Customer Service
- Portfolio Management
- Financial Services
- Strategic Planning
- Business Development
- Asset Management
- Social Media
- 501c3
- Sales
- Microsoft Office
Steven Digregorio Summary
- Steven Digregorio, based in New York, NY, US, is currently a President, Sr Portfolio Manager at Compass Asset Management Group. Steven Digregorio brings experience from previous roles at Spire Investment Partners, Banc of America Investments, KeyBanc Capital Markets and M&T Bank. Steven Digregorio holds a 2007 - 2007 Accredited Asset Management Specialist (AAMS) @ College for Financial Planning. With a robust skill set that includes Organizational Leadership, Team Management, Wealth Management, Retirement Planning, Estate Planning and more. Steven Digregorio has 2 emails and 2 mobile phone numbers on RocketReach.
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