Stephen Benevento

Stephen Benevento has a significant amount of work experience in the finance industry. Stephen began their career in 1997 at Boston Trust & Investment Management Company, where they held various roles such as Operations Associate and Portfolio Administrator. Stephen then became a Senior Portfolio Administrator from 2002 to 2003 and was promoted to Vice President from 2004 to 2012. In 2013, Stephen joined the same company as a Client Relationship Manager and transitioned to a Senior Client Relationship Manager in 2015. Stephen also worked as the Treasurer at The Bridge at 211 in 2015 and returned to Boston Trust & Investment Management Company in the same year as the Director of Client Administration. Stephen has extensive experience in client administration, portfolio management, and client relationship management.

Stephen Benevento earned their Bachelor of Arts degree in International Studies from Fairfield University, where they attended from 1991 to 1995. In addition to their undergraduate education, they have obtained certifications in CTFA in October 2009 and CFP in October 2005. The institutions where they obtained these certifications are not specified.