STEP – Advising Families Across Generations
Pierre Connolly, TEP, is an experienced financial services professional currently serving as an Associate Director at Bridgestream since May 2017, where responsibilities include overseeing substantial assets for a diverse client base. Previously held roles encompass Assistant Vice President, focusing on client satisfaction and issue resolution, and Senior Administrator, managing client relationships with meticulous attention to regulatory details and technology tools. Pierre is also a member of the Society of Trust and Estate Practitioners (STEP) since June 2019 and has prior experience as an Associate at DMS Governance Ltd and a Management Intern at DMS Organization Ltd. Pierre holds a Bachelor of Science degree in Business Management Technology from the New England Institute of Technology.
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STEP – Advising Families Across Generations
STEP is the worldwide professional association for those advising families across generations, offering training and development to a global network of trust and estate practitioners. All STEP members belong to a branch or chapter that provides professional development and opportunities to network with peers at a local level. We have 20,000 members in over 100 branches and chapters across the world.