Stephen P. Wathen

Managing Director, Client Services

Steve Wathen is the Managing Director, Client Services leading the elite Private Wealth Services Division. Steve is dedicated to continuously improving the ultra-high-net-worth investment experience through the firm’s commitment to True Fiduciary® standards and use of new technology. He delivers superior value via seamless transitions, efficient investment program execution and extensive private banking relationships. Steve and his team partner with the world’s largest custodians and service providers to help deliver exceptional service for clients.

Steve brings over two decades of financial services experience and previously held senior management positions at Morgan Stanley, Wells Fargo Advisors, Wachovia Securities and Prudential Securities.

In the community, Steve is an active participant in several community service initiatives including the Wounded Warrior Project and events at the Fisher Houses located at the Walter Reed National Military Medical Center.

Steve and his wife, Katie, reside in Rockville, MD.