Stephen W. Bates
Steve joined Essex Financial Services, Inc. in 2008 as a Financial Advisor following over 20 years of experience in the private wealth management area; most recently he was a Senior Vice President and Private Client Advisor with U.S. Trust. Steve focuses on structuring and managing investment and wealth management programs for individuals, ensuring that each client’s investment, wealth transfer and tax objectives are effectively integrated. He also has significant experience working with non-profit clients and currently serves as Chairman of the Financial and Investment Committee for a $20 million foundation.
Steve received a B.A. from Dartmouth College and an M.B.A. from Tuck School of Business. He is active in alumni affairs as a member of Dartmouth Alumni Council and previously served as Chair of Tuck Annual Giving. Other community involvement included serving on the Fairfield County Community Foundation’s professional advisors board, and on the boards of The Bruce Museum in Greenwich and the United Way. He and his wife Susan recently moved to Lyme, CT.
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