Stephen is the Managing Partner of CCC Alliance and has over 20 years experience in the financial services industry advising private families and family offices. He is a longtime counselor to members of the Pitcairn family, heirs of the PPG fortune and a co-founding family of the CCC Alliance. Stephen joined CCC Alliance in 2002 and led CCC Alliance to the Family Office of the Year award presented by Institutional Investor’s Private Asset Management magazine in 2004. Stephen received his BS from Babson College and MBA from Babson Graduate School of Business and spent the first 8 years of his career at E.F. Hutton where he was awarded Rookie of the Year for the industry and at Alex Brown & Sons. Stephen has developed a deep understanding of the investment, technology, and service requirements of family offices, and is expert in financial analysis and the investment management process for private families. Today, Stephen participates on the Fidelity Family Office Service Group’s technology advisory board and serves on the investment committee for the Schott Foundation for Public Education. |