Stephen So, CIMA®
Vice President, Investment Portfolio Manager
Stephen has been with The Wealth Group since 2010. He is currently responsible for managing wealth in individual and institutional accounts with a focus on asset allocation and portfolio modeling.
Previously, Stephen held similar roles at First National Bank of Litchfield, rising from a Financial Services representative to Investment Analyst. Stephen holds a Bachelor of Science in Business Administration and Finance from Suffolk University in Boston.
Stephen is also a Certified Investment Management Analyst® (CIMA®) professional.
