Stephen is a Private Wealth Advisor with Faubourg. He is focused on delivering tailored, strategic planning to high-net-worth clients. With an acute awareness of modern wealth management challenges, he takes a multi-channel approach to leverage the best results for clients, including state-of-the-art software, access to top-tier research analysts, and the ability to consult with CPAs and attorneys. In addition, Faubourg’s boutique firm environment allows him to be exceptionally responsive to his clients’ needs in our ever-changing economic times, without the constraints of a corporate agenda.
Stephen has more than 20 years of experience providing investment advice. He began his career at Barclay’s in Chicago, working as an Operations Specialist in the Futures Market, before moving back to New Orleans to spend three years at Hibernia Investments in both operations and trading. His first experience as a Financial Advisor came with a position at Legg Mason, before moving to Becker & Suffern, a local boutique investing firm. Prior to Faubourg, he spent 14 years at JP Morgan Chase as a Private Client Advisor.
A New Orleans native, Stephen graduated from Jesuit High School and went on to Loyola University, where he graduated with a Bachelor of Science in Finance and was a member of the Alpha Tau Omega fraternity. Professionally, he is a member of the New Orleans Estate Planning Council. Along with his lovely wife Tiffany and their two Bulldogs, Stephen lives uptown and enjoys living near the parade route and maintaining an active social circle with lifelong friends.