Senior Managing Director, Wealth Management, Southeastern U.S. Region
Stephan joins Sharp with a broad range of experiences, now entering his 25th year in the industry. Most recently, Stephan served as a Senior Portfolio Manager and Advisor for high-net-worth clients at Regions Private Wealth, a division of Regions Bank (NYSE: RF). He focused on strong client relationships, business development and directing asset management for clients. Prior to joining Regions, Stephan worked as a Portfolio Manager, with a focus on Sustainability in Water and Agriculture, for both Eco Alpha and Summit Global. Stephan earned Chartered Financial Analyst and Chartered Alternative Investment Analyst designations while working at firms such as Northern Trust and GE Private Asset Management.
Stephan resides in Florida with his wife Susan and Junior Investment Advisor Louis (canine). They all enjoy traveling, learning, and experiencing all our world offers.