Stephen Stephano

Stephen is actively involved in all of Berkshire’s sector practices.

Stephen joined Berkshire in 2017. He has extensive M&A and valuation experience across the wealth management, investment management, securities and financial technology sectors. Stephen assists with transaction execution on a number of global Berkshire assignments and also co-leads the Firm’s junior banker development program.

Notable Transaction Experience:
Hightower Advisors / 6 Meridian (2021)
Wealth Partners Capital Group & HGGC / Warren Averett Asset Management (2021)
CI Financial / Portola Partners (2021)
Vanguard / JustInvest (2021)
Wealth Enhancement Group / Pillar Pacific (2021)
Sammons / Beacon Capital (2021)
Azimut Group / Sanctuary Wealth (2020)
Eaton Vance / WaterOak Advisors (2020)
UMB / Commerce Trust Co. (Corporate Trust) (2019)
Hancock Whitney / Capital One Financial (Wealth & Asset Management Business) (2017)

Prior Work Experience:
Cambridge International Partners, Analyst

Education & Affiliations:
University of North Carolina, BS in Business Administration and a BA in Economics