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Stephen Benevento, CFP®, CTFA

Director of Client Administration

Steve oversees the administrative team, ensuring responsive and client-focused service. Responsibilities include account maintenance, trust operations, client communications, and reporting. He is also a relationship manager for institutional and private wealth clients. He serves as Chair of the firm’s Trust & Investment Committee.

Steve began his career in 1995 and joined the firm in 1997. Previously, he worked at Montgomery Asset Management and Mellon Bank. He holds the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Trust and Financial Adviser designation. He earned a BA from Fairfield University.