- Wealth Management Experience Since 2002Stephen Stabile is a Managing Director and Wealth Manager with First Republic Investment Management. Before joining First Republic in 2022, Mr. Stabile was a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management, which he joined in 2004. His practice focuses on delivering excellence in advanced financial planning, credit strategies and tax-aware investing and service that strives to exceed client expectations. Clients seek Mr. Stabile’s advice and counsel for sophisticated and data-driven solutions that are customizable to their unique goals and needs and, most importantly, delivered in a simple fashion. Mr. Stabile helps his clients manage risk without compromising their long-term goals. He advises a variety of clients such as private equity and venture capital general partners, entrepreneurs and long-term investors with substantial concentrated stock positions. Mr. Stabile is a published author in several publications, including The Wall Street Journal, On Wall Street, InvestmentNews, Investor Business Daily, and Yahoo Finance.
- Community InvolvementMr. Stabile is active in his community and serves as a Dean’s Advisory Board member for the SUNY Albany School of Business and a Children’s Museum of East End trustee.
- Professional DesignationMr. Stabile holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation from the College for Financial Planning.
- EducationMr. Stabile earned his Bachelor of Science in Finance & Management Information Systems from SUNY Albany’s School of Business. He is a graduate of the MIT Sloan School of Management, where he obtained an MBA and a Certificate in Sustainability.
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