Mike Stephens

Mike Stephens

Vice President and Investment Officer at Fiduciary Trust Company
Boston, Massachusetts, United States

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Work Experience

Fiduciary Trust Company

Vice President and Investment Officer

2021-04-01 - Present

Eaton Vance WaterOak Advisors

Vice President, Wealth Advisor

2018-03-01 - 2021-03-01

Boston Financial Management, LLC

Managing Director

2016-05-01 - 2018-03-01

Emerson Investment Management

Wealth Manager

2013-11-01 - 2016-05-01

Oasis Capital Management

Co-Founder, Investment Advisor

2004-06-01 - 2013-10-01

Skills

investment management trust services wealth planning custody family office services donoradvised funds tax

Languages

English