Stephen Barnitz

Stephen Barnitz, MBA, is currently a Project Manager within the Transformation Office for the integrated Wealth Management initiative between Broadridge and UBS. Previously, they served as a Director and Senior Analyst at Broadridge, where they played a key role in large-scale implementations and budget management for diverse workstreams. Stephen also gained experience as a Sales Assistant at First Investors and held finance-related internships at ICAP and Quinnipiac University, where they focused on equity investments and account analysis. They earned their Master of Business Administration in Finance from Quinnipiac University in 2016.