Stephen began his career at Caruso McLean and Company, Inc. in 1995. He graduated from Bucknell University with a bachelor of science in mathematics. Stephen was awarded the Chartered Financial Analyst designation in 2009. The CFA curriculum and examinations set a globally recognized program for measuring the competence and integrity of financial analysts, portfolio managers and investment advisors. Stephen’s goal is to partner with clients and develop long-lasting relationships. He believes the foundation of client relationships is careful listening. He wants to assist clients in outlining portfolio goals and in formulating investment risk and return objectives. Stephen is motivated by the