As the leader of SageView Advisory Group’s Boston practice, Stephen focuses on driving toward clients’ benefits goals. He aims to enable those responsible for offering retirement plan benefits and financial wellness to be successful business leaders and prudent fiduciaries while helping their employees plan for their future, feel more confident in saving and be better off as they plan for retirement.
SageView’s mission is to help plan sponsors and their participants “see where they are going” by focusing on both retirement benefit design and individual income strategies in retirement. Over the past 15 years, Stephen and his team built one of the strongest retirement consulting practices in SageView and the industry, overseeing 75 client relationships, 100 retirement plans and more than $10 billion in retirement assets.
Stephen has over 25 years of retirement services industry experience, beginning his career in Implementation Services, installing more than 300 retirement plan transitions and mergers for organizations ranging in size from 50 to 20,000 employees. Following a decade of launching retirement plans on both Aetna and Putnam’s platforms, he joined Putnam’s relationship management division, eventually managing the East Coast client service group for their Advisor-sold channel.
Stephen holds a BS in Business Administration, Finance from Marist College, is an Accredited Investment Fiduciary (AIF®) through the Center for Fiduciary Studies and Qualified Plan Fiduciary Consultant (QPFC) from American Retirement Association. He is a registered representative holding Series 6, 7, 63 and 65 registrations.
In addition to supporting the SageView Foundation initiatives, Stephen mentors young professionals and fund raises for a number of non-profits focused on the local community and health-based initiatives.
Currently residing in Brookline, MA, Stephen enjoys heading north to Maine with his wife, Georgia, and their kids, Braden and Isabel, where they take to the outdoors to hunt for sand dollars and ski when the snow is plentiful.