Steve Fernelis

Managing Director

Steve Fernelis is a senior relationship manager with more than 10 years of experience. Steve is responsible for reviewing investment policy statements, asset allocation, performance evaluation, risk management, manager selection and fiduciary oversight for ultra-high net worth families, C-suite executives, business owners, foundations, and endowments.

Previously, Steve was a managing director with First Republic Investment Management. His deep experience of the global investment universe, along with his fiduciary knowledge — tax, insurance, and estate planning — gives him the ability to understand and address the complexities of each client’s situation. The comprehensive strategies he provides are sophisticated and highly customized.

Active in the community, Steve currently sits on the Board of Arts Beats Life. In addition to his busy professional and family life, he volunteers with the United Way of White Plains and Miracle Hands Inc. He lives in White Plains, New York.

Steve earned a bachelor’s degree from Temple University.