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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

Relevant Websites