Stephen Benevento, CFP®, CTFA

Steve oversees the client administration team and works to ensure the team provides responsive and client-focused service. His responsibilities include account maintenance, trust operations, client communications, and client 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 Boston Trust Walden 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.