I joined Steward Partners as a Wealth Manager with my wife, Beth Sweeney, Managing Director/Wealth Manager, and Assistant, Patricia Stefanou. Combined we have 65+ years of wealth management experience. I consider myself a true entrepreneur with a winning spirit. I have spent years owning and ...
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I joined Steward Partners as a Wealth Manager with my wife, Beth Sweeney, Managing Director/Wealth Manager, and Assistant, Patricia Stefanou. Combined we have 65+ years of wealth management experience. I consider myself a true entrepreneur with a winning spirit. I have spent years owning and managing a variety of businesses, many in real estate and development, as well as ventures in agriculture, fitness clubs, restaurants, and a brewery. My business acumen and experience makes me a great partner in the financial services industry by helping my clients, many which are business owners and entrepreneurs, make solid decisions about their business and personal finances.
I graduated from the University of Nebraska – Lincoln with an Ag business degree, where I was a member of the football team.
I am an avid golfer, enjoy basketball, coaching, and spending time with my family. I surround myself with like-minded, competitive people.
I live on Cape Cod with my wife Beth and our five children.
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