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Stephen is the Wealth & Asset Management Business Consulting West Region Leader, and his responsibilities include developing trusted client relationships; understanding their strategies, challenges, and opportunities; and helping them achieve their vision. With more than 15 years’ experience, Stephen is a people leader committed to developing next-generation talent and team-oriented results.
Stephen helps wealth and asset managers transform their businesses from legacy and tailored processes, technology and data, to a flexible business architecture that is adaptable to the speed of change in the industry.
His areas of specialty include practical application of robotic process automation and AI for greater end-to-end automation and implementations, including leading the development of an EY-AI solution to perform compliance rule audits against investment mandates within investment management agreements.
Stephen has a BA in Accounting and an MBA with a concentration in Finance & International Business from Iona College, NY.
How stephen is building a better working world
Stephen is passionate about building a better working world through incorporating diversity, equity and inclusion (DE&I) in building teams. He leads a team with a mission to expand the DE&I footprint with enhanced recruiting efforts and diversity outreach strategies. He is committed to enhancing the culture for sustainable change as a DE&I working group leader and sponsor for wealth and asset management inclusiveness pilot programs.
