Stephen Angelis

Stephen Angelis General Information

Biography

Mr. Stephen Angelis is the Founder and serves as Managing Partner at Angelis Wealth Group. Steve is responsible for the day-to-day client experience at his firm, a responsibility he takes very seriously. His experience leading investment firms over the past 30 years has provided him with a unique understanding of the needs of HNW families, how to navigate large sums of money in the global markets and lastly, as a leader, he understands that the design and execution of customized strategies are crucial to his client's long-term success. Before founding the firm, Steve held executive leadership positions responsible for his firm's: HNW Group, Trust, Financial Planning, Tax, and the Investment Management teams that oversaw billions of dollars of client assets. He has served as a board member for Tompkins Financial Advisors, NCF Financial Services, The Peer Group Advisory Board, and INVEST Financial Corp. and as a committee/council member at LPL Financial, National Commerce Financial Corp., Nationwide Financial Corp., and Tompkins Financial Advisors. Steve has a B.S from the University of Nevada, Las Vegas.