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Serving the Cincinnati area, Stephen provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Stephen works closely with you to develop an investment plan that works for your unique objectives.
Steve received his bachelor's degree in finance and marketing from the University of Michigan-Dearborn and his MBA from the University of Cincinnati. In addition, Steve received his Chartered Financial Analyst (CFA) designation and has resided with his wife and three children in Cincinnati since 1992. He serves as the treasurer of his church and on their Board of Elders. Steve enjoys platform tennis, running, fishing, and mountain biking.
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.Learn More