Steven Digregorio Email & Phone Number
Chief Executive Officer @ Compass Asset Management Group
5 free lookup(s).
No credit card required.
Steven Digregorio Location
- New York, NY, US
Steven Digregorio Work
- 2009 -now Chief Executive Officer @
- 2009 -now Investment Advisor Representative @
- 2007 -2009 Assistant Market Director, SVP @
- 2004 -2007 Private Wealth Management Group, Regional Director, SVP @
- 1998 -2004 Wealth Management Group, SVP @
- 1987 -1998 District Sales Manager and Satellite Office Manager @
- 1983 -1986 Analysis Division @
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 Chief Executive Officer 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 1 mobile phone numbers on RocketReach.
View Steven's Email & Phone Number (It's Free)
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Steven Digregorio?
Find contact details for 700 million professionals.
Others Named Steven Digregorio
Steven Digregorio
Chief Executive Officer
New York, NY, US
Steven Digregorio
Sr. International Business Development Manager
Beaverton, OR, US
Steven Digregorio
R and D S and E Materials Engineer
Albuquerque, NM, US
Top Compass Asset Management Group Employees
Steven Digregorio
Chief Executive Officer
New York, NY, US
Maria Sciuto
Director of Financial Planning
New York, NY, US
David A. Speranza
Private Wealth Advisor, AAMS
Poughkeepsie, NY, US
Ashley Squillace
Financial Advisor
New York, NY, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co