Stephen Stelljes, JD, Cfp®
About Stephen Stelljes, JD, Cfp®
Stephen Stelljes, JD, CFP®, serves as the President of Client Services at The Colony Group, where he has worked since 1998. He specializes in advising high-net-worth individuals and corporate executives on comprehensive financial planning and asset management.
Current Role at The Colony Group
Stephen Stelljes serves as the President of Client Services at The Colony Group, a position he has held since 2011. He has been with the firm for 26 years, starting as a Senior Financial Counselor and Principal in 1998. In his current role, he leads a team of professionals, including financial planners, analysts, portfolio managers, accountants, and attorneys, to provide comprehensive financial advisory services. His focus is on advising high-net-worth individuals and busy corporate executives on various aspects of financial planning.
Education and Qualifications
Stephen Stelljes earned his Doctor of Law (JD) degree from Albany Law School, where he studied from 1990 to 1993. He also holds a Bachelor of Science (BS) degree in Finance from the State University of New York at Oswego, which he completed from 1986 to 1990. His educational background provides a strong foundation for his work in financial advisory services.
Previous Work Experience
Before joining The Colony Group, Stephen Stelljes worked at Deloitte & Touche as a Senior from 1997 to 1998. He also served as a Staff Attorney at The Ayco Company, L.P. from 1994 to 1997. These roles contributed to his expertise in financial planning and legal matters, enhancing his ability to serve clients effectively.
Financial Advisory Services
In his capacity at The Colony Group, Stephen Stelljes provides solutions-oriented financial advisory services. His areas of focus include asset allocation, investment management, tax and estate planning, retirement planning, charitable giving, and risk management. He emphasizes empowering clients to lead meaningful lives through effective financial strategies.