S

Steven's contacts

Position:Senior Principal at Cerity Partners
Experience:16 years
Location:Greater Lexington Area, United States

How to contact Steven

Found email addresses for Steven:
s***@pnc.com,
****@aol.com,
****@yahoo.com,
s***@landrumshouse.com
Found phone numbers for Steven:
+1-623-***-**21
Found social network links for Steven:
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Work Experience

Senior Principal at Cerity Partners

May 2025 - Current

Principal at Cerity Partners LLC

Jan 2023 - Jun 2025

Estate Planning Specialist and Financial Advisor at ARGI

Mar 2016 - Jan 2023

Wealth Planning Associate at PNC

Jan 2014 - Mar 2016

Summer Associate at Gwin Steinmetz & Baird, PLLC

May 2013 - Jul 2013

Summer Associate at Landrum & Shouse LLP

May 2012 - Aug 2012

Business Analyst at JPMorgan Chase

Jul 2010 - Dec 2010

Steven started working in 2010, then the employee has changed 6 companies and 5 jobs. On average, Steven works for one company for 1 year 10 months.

Education

Juris Doctor at University of Kentucky College of Law

B.B.A. at University of Kentucky

Current Company Information Cerity Partners

Name: Cerity Partners

Speciality: Investment Advisory, Wealth Planning, Business Advisory Services, Financial Wellness, Wellness Coaching, Executive Financial Counseling, Executive Financial Planning, OCIO, Financial Planning, Estate Planning, Workplace Solutions, Retirement Plan Consulting, Corporate Venture Capital, Family Office Services, Tax Planning and Preparation

Location: New York, NY, United States

Employees: 1000-5000

Description: Cerity Partners is a national independent financial advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations...

Frequently Asked Questions

What is Steven's minimum period of employment in the companies?

Steven's minimum period of employment in various companies is 2 months.

What is Steven's average duration of employment for different companies?

On average, Steven works for one company for 2 years 1 month

What industries has Steven worked in?

Steven works in the Financial Services. Previously, Steven worked in the Law Practice.

What positions has Steven held before?

Previously, Steven worked as a Principal, and Estate Planning Specialist and Financial Advisor, and Wealth Planning Associate, and Summer Associate, and Business Analyst.

How do I contact Steven?

Steven's email address is _*****n@ceritypartners.com, phone number is +1-323-***-**05. Sign up to get contact details.

Who is the President & CEO of the Cerity Partners?

The President & CEO of the Cerity Partners is Kurt Miscinski

Who are Steven's peers at other companies?

Steven's peers at other companies are Xavier Lindez Fernandez and SHRIKANTH KOVELA and Shikha Tripathi School leader

Steven Namesakes

Name
Company
Position
S
Software Engineering Lead
S
LimIT Computer Services
IT Technician

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