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Steven Misasi

Principal

Marble Trail Financial

United States, Vermont, Middlebury

About Me

Founder and Managing Partner of Misasi & Company (2003), Steve opened his initial office in Dorset, Vermont and expanded the business with the addition of a Middlebury, Vermont office in 2006. Steven has been a certified public accountant for more than 35 years and is a graduate of Bryant University (College at that time) with a B.A. in Accounting. Prior to setting up his own firm, Steven spent over 20 years in the New York/New Jersey area working for small to mid-sized public accounting firms and in corporate accounting with a large prescription benefit management company. Much of the experience gained during this time was in assisting small to mid-sized businesses with their account

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Profile Information

Principal

Marble Trail Financial

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Middlebury

Vermont

United States

Aug 20, 2024

Work Experience

Marble Trail Financial

Principal
Jan 2003 - Present
Email: steve@marbletrail.com

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