CoverProfile

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

View more

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

More profiles to browse

LM
Lela McCaffrey
Senior Wealth Advisor
Profile Photo
Matt Wootten
Principal
Profile Photo
Don Devost
Founder, Principal

You Might Like

DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners