Steve Greco

Directeur Général chez Spotlight Asset Group, Inc.

Profil

Mr. Stephen A.
Greco is a Chief Executive Officer at Spotlight Asset Group, Inc. He is also a Founder of the firm.
After spending the first fifteen years of his career helping clients in both the broker-dealer and registered investment adviser channels, he started Spotlight in 2016.
Early in his career, Mr. Greco gained invaluable insight and experience working with clients at some of the largest and most established companies in the industry, including Merrill Lynch, Charles Schwab, and TD Ameritrade.
Immediately prior to founding Spotlight, he served as the Director of Wealth Management for a top-ranked independent financial adviser, where he helped the wealth management group grow both its assets under management and its number of wealth managers by over 200%, served on the firm’s investment committee, and created a group to manage several hundred million dollars in client accounts that utilized option strategies.
He received his undergraduate degree from State University of New York at Buffalo.

Postes actifs de Steve Greco

Sociétés	Poste	Début
Spotlight Asset Group, Inc.	Directeur Général	01/12/2016

Formation de Steve Greco

State University of New York at Buffalo

Undergraduate Degree