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Stephen Soper, CFP, CIMA, CTFA, CRC, ATFA

Vice President, Senior Trust Officer

Mr. Soper has over 30 years of experience in investment management, financial planning, trust and estate planning, and retirement services working for large money center and community banks as well as an institutional money management firm servicing high and ultra-high-net worth individuals, corporate clientele, and nonprofit organizations. Mr. Soper is also an adjunct professor teaching classes in finance, investment management, and international business. He received an MBA in Finance and a BS degree in Marketing and Economics from the University of Bridgeport. Recently Mr. Soper self-published his first book, Fields of Joy: A Story About the Power of Giving and he enjoys playing golf, basketball and baseball, traveling, going to the theater, listening to cool jazz, and eating homemade Italian food.

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5/16/24

+1 (800) 370-3196