Stephen Engel
Senior Private Wealth Advisor
Stephen Engel
Senior Private Wealth Advisor
New York, New York
Overview
Work Experience
Senior Private Wealth Advisor
2020 - Current
Board Member
2021
Limited Partner
2021
Visible Hands is an investment firm with a 14-week full-time fellowship program that supports underrepresented talent in building technology startups by providing company building services and investments of up to $200k. With the vision of narrowing the VC funding gap, we aim to help create hundreds of companies led by underrepresented founders.
Wealth Management Advisor
2017 - 2020
Financial Associate
2015 - 2016
I provide financial services for Wall Street professionals, utilizing experience combined with integrity and trust to help families protect what they have worked so hard to attain. My comprehensive knowledge of complex estate planning and taxation allows me to deliver unique solutions with the highest level of professional and personalized service. My goal is to make sure that the client’s needs come first and ensure they are maximizing growth opportunities and minimizing tax losses.
Financial Advisor
2011 - 2015