Client Service Manager

Stephen handles client requests, creates portfolio reports and also provides marketing and research support. Prior to joining BluePointe Capital, Stephen was a Client Associate for RBC Wealth Management. While at RBC, Stephen provided comprehensive support for the team and it was Stephen's constant contact with his clientele that enabled him to reinforce strong client relationships. As an Account Operations Associate for Mellon Transition Management, Stephen obtained substantial experience with domestic and international account transition management. Stephen also brings his expansive knowledge of portfolio accounting from his most recent experience with BTR Capital Management. Stephen received his B.A. from the University of Hartford.