Stephen has earned his Series 7, 66, 9, 10 and has assumed the role of Director of Branch Operations. Stephen provides leadership and direction, overseeing our team’s day-to-day operations and compliance. Additionally, Stephen works with the Director of Marketing, assisting with the team’s newsletter content and messaging to our clients. Stephen graduated from the University of Maryland in 2010 with a bachelor’s degree in economics. Outside the office, Stephen is a technology and car enthusiast who enjoys keeping an active, outdoors, lifestyle while spending time with his family and friends.