Education & Professional Experience

Stephen has studied at University of Florida in Advertising between 1986 and 1990, then at in Business.

Stephen worked for none as Sabbatical between May 2020 and Jun 2021, for Fidelity Charitable as Vice President, Western Divisional Manager between Aug 2011 and May 2020, for Fidelity Investments as Senior Vice President between 2006 and Aug 2011, for Merrill Lynch Investment Managers as Regional Director between Jan 2002 and Aug 2006, for Wachovia Securities, LLC as Vice President between 2000 and 2002, for Arthur Andersen LLP as Advisory Manager between 1999 and 2000, for Merrill Lynch as Financial Consultant between 1993 and 1998.

 Skills & Competences

Stephen has the following skills : Mutual Funds, Financial Advisory, Non-profits, Investments, Grants, Nonprofits, Philanthropy.

Stephen has earned the following certifications : Certified Financial Planner (CFP), delivered by ; Chartered Advisor in Philanthropy (CAP), delivered by ; Fidelity Charitable® is an independent public charity with a donor-advised fund program. Various Fidelity companies provide investment management and administrative services to Fidelity Charitable., delivered by All opinions in this profile are mine and not necessarily reflective of the views of my employer. Any discussion of federal income tax is not intended or written to be used for the purpose of avoiding IRS penalties..