Stephen Greene

Stephen Greene

Vice President, Wealth Manager
Wellesley, MA

Stephen Greene

Vice President, Wealth Manager
Wellesley, MA
  • Wealth Management Experience: Since 2008
    Stephen Greene is a Vice President and Wealth Manager with First Republic Private Wealth Management. Prior to joining First Republic in 2023, Mr. Greene was a Senior Wealth Planner at Merrill Lynch and UBS and a Registered Representative with the Ayco Company, a subsidiary of Goldman Sachs. With over a decade of experience in the financial services industry, he provides personalized advice to the team’s clients, which include high net worth individuals and their families, CEOs and business owners.
  • Professional Designations
    He is a Chartered Financial Consultant® and a Chartered Retirement Planning Counselor℠.
  • Education
    Mr. Greene earned his bachelor’s degree from SUNY Oneonta.
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