Stephen Benevento, CFP®, CTFA
Director of Client Administration
Steve oversees the client administration team and works to ensure the team provides responsive and client-focused 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 ÌÒÑÕÃÛÉ«ÊÓƵ in 1997. Previously he worked at Montgomery Asset Management and Mellon Bank. He holds the CERTIFIED FINANCIAL PLANNERâ„¢ certification and the Certified Trust and Financial Adviser designation. He earned a BA from Fairfield University.