Stephen has managed and advised the assets of individual and institutional clients for the past 40 years. At Prio Wealth, he provides thoughtful and dynamic investment advisory solutions for many of the firm’s institutional clients, in addition to complex multi-generational families. He joined Prio Wealth in 2013, and is a Managing Partner of the firm. He is a member of Prio’s Investment Committee, and a key contributor to Prio’s macroeconomic discussions for current and prospective clients. Prior to joining Prio Wealth, Stephen had an accomplished tenure at Fidelity Investments, most recently as Senior Vice President, Investments, and Portfolio Manager of Fidelity Equity-Income Fund. Ste