Mike Stephens

Mike Stephens has a strong background in finance and wealth management. Mike most recently worked as a Vice President and Investment Officer at Fiduciary Trust Company since April 2021. Prior to that, they served as a Vice President and Wealth Advisor at Eaton Vance WaterOak Advisors from March 2018 to March 2021. Mike also held positions as a Managing Director at Boston Financial Management, LLC from May 2016 to March 2018, and as a Wealth Manager at Emerson Investment Management from November 2013 to May 2016. Mike started their career as a Co-Founder and Investment Advisor at Oasis Capital Management in June 2004, where they worked until October 2013.

Mike Stephens has a Bachelor of Arts degree in Psychology from Columbia University. Mike also holds a Master of Business Administration degree from the Cornell Johnson Graduate School of Management. Additionally, they have certifications including CERTIFIED FINANCIAL PLANNER™ from CFP Board, Certified Exit Planning Advisor (CEPA) from the Exit Planning Institute, Certified Private Wealth Advisor (CPWA) from Investments & Wealth Institute, and Certified Wealth Strategist® from Cannon Financial Institute. Mike's specific field of study at Marietta College and St. Andrews High School is not provided.