Stephen began his career in financial services in 2001 handling financial planning, investments, and insurance. Since joining the Persium team in 2004, his roles and responsibilities have progressed. In 2008, Stephen began leading daily operations, became an equity owner in 2009, and was named President in 2011. Today, he oversees all company operations, chairs the Persium Investment Committee, and works with a select number of clients. Stephen is a cum laude graduate of the University of Georgia’s Terry College of Business, with a Bachelor of Business Administration in Finance. In 2010, Stephen earned the Chartered Financial Analyst designation. He is a member of the CFA Institute and th