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Riley Stephenson, CFA

Riley Stephenson,

Riley Stephenson is a wealth advisor with Stephenson and Company. In his current role, Riley spends his time providing financial planning advice and investment consulting services to clients. Riley's experience includes asset allocation, portfolio construction, investment policy development, and client communications.

Riley began his career in financial services in 2010 with an internship at Stephenson and Company. In 2011 he joined an institutional investment consulting team at Graystone Consulting, a business of Morgan Stanley with total assets under management of over $2 billion. He became an Institutional Consulting Analyst in 2012 and gained a background in portfolio analytics, investment manager search and selection, and capital market research.

Riley earned a B.A. degree in Business Economics from the University of California Santa Barbara. He is a CFA charterholder and an active member of the CFA Society in Orange County.