VP, Customer Relations

Stephen is often the friendly voice you hear on the other end of the phone when you call our offices. Always willing to go the extra mile, Stephen has forged strong relationships with the clients and advisors he works with. If you have any trouble reaching him in the middle of the day, he may be focusing on the trading functions he handles for our firm. As soon as the trading deadline has passed, he is right back to providing the excellent customer care everyone has come to expect.

Out of the Office

As a dog aficionado, Stephen has rescued two dogs which are now permanent members of his household. He also enjoys taking in the sights of the Bay Area on his bicycle, playing/watching tennis, or catching the latest sci-fi flick.