Client Relationship Manager
Stephen began his career at UBS Financial Services in 2014 prior to joining Cyndeo in 2020. As a Relationship Manager, he serves as one of the primary administrative points of contact for clients of the firm. His attention to detail and knowledge and understanding of all things technology makes him a valuable resource at Cyndeo.
Stephen attended the University of South Florida St. Petersburg and received a BA in Finance. He lives in St. Petersburg with his wife Katelyn, son Liam, and their dog, Luna. In his free time, he enjoys yachting with his family and photography.