Home – Steven Gasparini
Associate Portfolio Manager & Compliance Officer
One:One Interview With Steven
Steven Gasparini is a Compliance Officer, Financial Analyst and member of the Investment Committee at EagleStone Tax & Wealth Advisors. As Financial Analyst, Steven conducts market research and aids in gathering data for new potential investment options. These options are discussed with the investment committee and formatted to properly suit each individual client. As Compliance Officer, Steven works with EagleStone’s CCO to manage the firm’s compliance program and requirements as they pertain to the SEC & FINRA and monitors ongoing regulatory developments in the industry. In addition to his wealth management obligations, Steven also assists in tax preparation and continues to expand his knowledge base of the tax practice. A Pennsylvania native, Steven is a graduate of Duke University where he earned a Bachelor of Science degree in Economics, which ranked ahead of Harvard and Yale for the top economics degree in the country the year he graduated.
A fiercely competitive swimmer in high school, while at Duke, Steven was a varsity swimmer and member of The Kappa Alpha Order. Steven has held multiple swimming records at Duke. Before graduating in the spring of 2014, Steven interned with EagleStone as a Junior Financial Analyst. He currently resides in Washington, DC.
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