Hebron Academy; B. A. Washington & Lee University
Stephen has have been in the investment field for over 45 years in a number of different capacities. He was an account executive with Hornblower & Weeks, Hemphill, Noyes, Bache and White, Weld. While at Bank of Boston Stephen was in municipal investment banking. “Those positions gave Stephen a solid background for his primary career as an investment counselor at Loomis, Sayles & Co., Standard Chartered Bank and ending my career at Middleton & Company, where he was a managing director.”
Since officially retiring in June of 2011, Stephen has continued to act a trustee for a few of his clients. He has volunteered through the Financial Planning Association of Massachusetts to help local military personnel with their taxes and financial planning. He is a director of the Atlantic Salmon Federation and chairman of their investment committee responsible for managing their $12.5 million endowment. He is also a director of the Miramichi Salmon Association and serves on its investment committee. Stephen is also a member of the Chartered Financial Analyst Institute, the Boston Security Analysts Society, the Boston Economics Club and the Financial Planning Association of Massachusetts.