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Stephen Benevento, CFP®, CTFA

Director of Client Service

Steve oversees the client service team and works to ensure team members provide excellent service. His responsibilities include account maintenance, trust operations, client communications, and client reporting. He is also a relationship manager for institutional and private wealth clients. He is a member of the firm’s Trust & Investment and Wealth Strategies Committees.

Steve began his career in 1995 and joined ɫƵ in 1997. Previously he worked at Montgomery Asset Management and Mellon Bank. He holds the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Trust and Financial Adviser designation. He earned a BA from Fairfield University.