Stephen Balkam, CFP®, is currently the Marketing Lead for Digital Assets at Fidelity Investments, where they have held various roles since 2010, including Director of Wealth Management and Senior Manager of Analytics and Business Solutions. Previously, Stephen worked as a Financial Advisor Associate at UBS Wealth Management from 2008 to 2009. Stephen earned a graduate degree from Babson College's Franklin W. Olin Graduate School of Business between 2015 and 2017.
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