Prior to establishing FollowThru Planning Associates, Stephen served as a Financial Advisor at The MONY Group , before that he was a manager in the Institutional Cash Management Department for CIBC World Markets.
In addition, he
maintained accounts for Salomon Smith Barney's
Mutual Funds Department.
Born and raised in Brooklyn, Stephen graduated Magna Cum Laude from SUNY at Buffalo with a Bachelor's degree in Business and Finance.
obtained the Chartered Financial Analyst designation in August of 2004.
At present, he serves as President of Asian American Youth Center Inc., a non-profit community based organization that strives to enhance the lives of children in New York City's Chinatown, and Treasurer for Art4Now, an organization dedicated to introducing inner-city youth to the arts.
professional memberships include the Brooklyn Chamber of Commerce , the New York Society of Security Analysts and the CFA Institute