Founder & Managing Partner
steve@angliswealth.com
Stephen is responsible for the day-to-day client experience at his firm, a responsibility he takes seriously. His experience leading investment firms over the past 30 years has provided him with a keen understanding of the needs of high-net worth families; how to navigate large sums of money in the global markets; and lastly, how the design and execution of customized strategies is crucial to his clients' long-term financial success.
Before founding the firm, Stephen held executive leadership positions responsible for the firm’s High Net Worth group, as well as the Trust, Financial Planning, Tax and Investment Management teams overseeing billions of dollars in client assets. His expertise has earned Stephen invitations to serve on the boards of leading financial firms, including Tompkins Financial Advisors; NCF Financial Services; and The Peer Group Advisory Board. He has also been a committee or council member at INVEST Financial Corporation; LPL Financial; National Commerce Financial Corporation; Nationwide Financial Corporation; and Tompkins Financial Advisors.
Stephen earned a Bachelor’s of Science from the University of Nevada, Las Vegas. On his personal time, he enjoys his family, traveling and playing tennis.
Schedule your complimentary consultation with Stephen at your convenience, either in-person or by device.
Stephen Angelis
Founder & Managing Partner