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Steve Maconi
Founding Partner & Chairman @ Brandywine Oak Private Wealth
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Steve Maconi

Founding Partner & Chairman @ Brandywine Oak Private Wealth
Founding Partner and Chairman of Brandywine Oak Private Wealth in Kennett Square, Pennsylvania, Steve Maconi has a career in retirement planning and new business development that spans more than 35 years. Steve Maconi places a profound emphasis on the psychology of investing and tailoring investment strategies to meet the specific financial goals and risk tolerance levels of each client. Before the establishment of Brandywine Oak Private Wealth in 2018, Steve Maconi was a Managing Director of a prominent Merrill Lynch wealth advisory team. He also has a broad history as a public speaker who traveled around the United States, delivering seminars on retirement planning. Outside of the professional arena, Steve is an avid antique car enthusiast and collector with close ties to collectable automobile organizations such as the Antique Auto Club of America, the Packard Club, and the Cadillac & LaSalle Club. He also actively supports the Faithful Friends Animal Society and the Salem County Humane Society as an animal lover who particularly gravitates toward dogs.
Brandywine Oak Private Wealth
Penns Grove High School
Kennett Square, PA, USA

職場能力評價

專業背景

  • 目前狀態
  • 專業
  • 產業
  • 工作年資
  • 管理經歷
  • 最高學歷
    高中職

求職偏好

  • 預期工作模式
  • 希望獲得的職位
  • 期望的工作地點
  • 接案服務

工作經驗

Founding Partner & Chairman

2018年7月 - 現在

Financial Advisor

1982年8月 - 2018年7月
36 年 0 個月

學歷

High School Diploma
1965 - 1969