- Wealth Management Experience Since 2006Stephen Petrillo is a Senior Vice President and Advanced Planner at First Republic Investment Management. Prior to joining First Republic in 2016, Mr. Petrillo spent ten years as an associate wealth strategies advisor and planner at U.S Trust where he developed comprehensive financial plans for high net worth clients. Mr. Petrillo’s previous experience also includes roles with Morgan Stanley, Salomon Smith Barney, Charles Schwab, and Franklin Templeton. Mr. Petrillo is also a CPA.
- Professional DesignationMr. Petrillo is a CERTIFIED FINANCIAL PLANNER™ professional and also possesses a portfolio of designations including the PFS, CGMA, CLU®, Chartered Financial Consultant®.
- EducationMr. Petrillo attended California State University – East Bay and earned a dual Bachelor’s in Economics and Business and his Master’s in Taxation.
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