Steve Fernelis

Steve Fernelis: Email & Phone Number

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Wealth Advisor at Parallel Advisors, LLC|New York City Metropolitan Area, United States

Position:

Wealth Advisor at Parallel Advisors, LLC

Location:

New York City Metropolitan Area, United States

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Last updated: 2025-04-07
Updated: 2025-04-07

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Work Experience 15 years

Wealth Advisor at Parallel Advisors, LLC

Feb 2025 - Current

Senior Managing Director at CIBC Private Wealth US

Sep 2023 - Aug 2024

Managing Director at First Republic

Jun 2022 - Aug 2024

Managing Director at Fieldpoint Private

Jan 2021 - Jun 2022

Relationship Manager at Citi

Sep 2013 - Jan 2021

Private Banker at Wells Fargo Advisors

Oct 2011 - Sep 2013

Steve Fernelis started working in 2011, then the employee has changed 5 companies and 4 jobs. On average, Steve Fernelis works for one company for 2 years 6 months.

Their professional focus is Alternative Investments, Analytical Skills, and Asset Allocation across 3 core areas.

Education

Bachelor's degree at Temple University

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