As Co-Founder and Chief Investment Officer for National Wealth Partners, Stefan leads the investment practice for the Firm. He is also a sought-after advisor and business funding expert serving difference makers at the intersection of health, wealth and purpose.
Stefan is passionate about finding ways to create value for our clients, our team and our profession. Working hand in hand with the team, he is constantly exploring how to better serve business owners and executives through the use of unusual, direct and heartfelt questions about deeper life needs and the usual set of advanced tools around tax planning, investing, exit/transition planning, asset protection, estate planning and venture philanthropy.
Stefan started his career working alongside some of the most globally respected bankers at James D. Wolfensohn, Inc., Goldman Sachs and Credit Suisse First Boston. He has worked in New York City, London, Hong Kong and Tokyo and has a first-hand understanding of global markets and multi-cultural work environments.
Stefan graduated from the Wharton School of Business at the University of Pennsylvania and subsequently earned the Chartered Financial Analyst designation and Certificate in Investment Performance Measurement, both from the CFA Institute where he serves on global Educational Advisory Committee. In addition, Stefan serves on the Long Center Corporate Advisory Board, the Baylor Scott & White - Development Advisory Board and was previously a Social Venture Partner at Mission Capital.
Stefan and his wife Rachel live in Austin, Texas with their rescue German Shepherd named Amber. He is the proud father of 3 children with whom he enjoys playing and spending time outdoors. In addition, he is a purple-belt in Brazilian Jiu-Jitsu, a black-belt in Hakko-Ryu Jiu-Jitsu and a long-time patron of the arts and has been playing violin for 40 years.
Hawkins Parnell & Young, National Wealth Partners and Wagner Law Group will host a discussion regarding business succession planning with a focus on ESOPs. Our panel of experts will provide an overview of benefits and considerations to evaluate i...