Drawing upon over 24 years of experience in the financial services industry, Tate DeStefano works closely with global clientele of successful entrepreneurs, multi-generational families and institutions, with a special emphasis on empowering women.
As a Portfolio Manager and Financial Advisor, her differentiated approach begins with client discovery and culminates with financial planning as the foundation of wealth management. Additionally, she brings her focus in capital markets to support clients' custom asset allocation and security selection.
An alumna of Phillips Exeter Academy, Tate graduated from Wesleyan University with a double major in Russian and International Government studies. In 2012, she completed Fordham University's Executive MBA while working full-time, graduating with honors. Tate speaks Spanish, Russian and Italian.
Services Include
- Wealth Management
- Executive Financial Services
- Asset Management
- Estate Planning Strategies
- Retirement Planning
- Professional Portfolio Management
Securities Agent: DC, CT, WA, AZ, WY, SC, CO, PR, MD, FL, DE, NC, VI, NY, NM, VA, RI, MA, SD, IL, CA, PA, NJ; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1692167