Stephen Schwab

As a Client Associate for the Partners Wealth Group, Stephen works closely with the team’s advisors, focusing on the day-to-day operations to ensure the delivery of an outstanding overall client experience. Stephen’s primary responsibilities involve investment analysis and allocation, trade execution, and account maintenance.

Prior to joining Rockefeller, Stephen was at Morgan Stanley Wealth Management since December 2020 as a Financial Planning Associate.

Stephen graduated from Elon University in May 2020 with a Bachelor of Arts degree, as a Finance major with a minor in Economics. During his time at Elon University, he had internships with U.S. Bank in London and with Allied Millennial Partners in New York. Stephen was born and raised in New Jersey and now resides in Manhattan.