Family Office Professionals

Family Office Professionals

by Richard C. Wilson & Family Offices Group Association Team

Family Office Professionals

I am currently seeking a family office position in the Boston area which will allow me to leverage my successful background in investment operations, corporate finance, consulting, and investment management. Most recently, I was a senior implementation manager and relationship manager with the Family Office Services group of Fidelity and I enjoyed and excelled at working in this space. Throughout my career I have demonstrated an unusual combination of detailed analytical skills and broad relationship skills. My leadership style focuses on team building, mentoring, and empowerment. In addition to a team builder I am also a team player. My excellent interpersonal skills, especially my ability to discern people’s needs, help me to nurture strong relationships. A unique strength of mine is the ability to solve client problems by analyzing both issues and numbers in a way that extracts deeper meaning from the results and gets to the heart of the matter quickly. My Series 7 and 63 licenses are current. I have an MBA and I am currently working toward my CFP. Please contact me for a full resume, and I welcome any feedback you may have to offer.

Steve Hartel
978-470-1873 Home
978-590-3781 Cell
LinkedIn Profile:
66 Wild Rose Drive
Andover, MA 01810-4631

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