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Stephen 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 Involvement
Mr. 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 Designation
Mr. Stabile holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation from the College for Financial Planning.
Education
Mr. 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.