Steven Esielonis

Vice President Private Banker

With work experience over 44 years, Steven Esielonis is nowadays working at Cambridge Trust Company based in 518 as a Vice President Private Banker. Steven received his education from 1999 at the Boston University. Steven can be found in Hingham, Massachusetts. To contact directly with Steven, you can search for their phone or e-mail or receive exhaustive info by requesting access to the professional's additional details on this website.
Name variants:
Stephen Esielonis
Last updated May 27, 2024

Contact Information

Last Update
Jul 13, 2022
Email
st**@ustrust.com, st**@bankofamerica.com
Location
Hingham, MA

Workplace

Cambridge Trust Company
Vice President Private Banker

Industry

Banking

Work History

Vice President Private Banker

1336 Massachusetts Ave, Cambridge, MA 02138
from Jun 2019

Svp, Portfolio Manager, Private Advisory Group

1 Liberty Sq, Boston, MA 02109
Established in 1982, Boston Advisors is a boutique investment management firm, managing assets for institutional and high-net-worth investors. The firm offers a range of investment capabilit...
from Jan 2015

Managing Director

111 Pine St, San Francisco, CA 94111
Portfolio manager within First Republic Private Wealth Management
Oct 1, 2013 — Jul 1, 2014

Managing Director-Market Investment Director

100 north Tryon St, Charlotte, NC 28202
Market Investment Director in U.S Trust Bank of America Private Wealth management
Jul 1, 2006 — Oct 1, 2013

Managing Director, Market Investment Director, Portfolio Manager

Boston, MA
2006 — 2013

Vice President

Apr 2004 — Jun 2006

Vice President, Senior Portfolio Manager

Yarmouth, MA
2004 — 2006

Principal and Co-Founding Partner

Boston, MA
2001 — 2003

Partner

Jul 2000 — Nov 2003

Managing Director, Portfolio Manager

2000 — 2013

Principal

1 Lincoln St, Boston, MA 02135
Chief Portfolio Manager for Global Growth Strategies
Nov 1, 1992 — Jul 1, 2000

Principal & Chief Strategist for Global Equity Strategy

Boston, MA
1992 — 2000

Vice President & Portfolio Manager

Boston, MA
1986 — 1992

Assistant Vice President & Portfolio Manager

Boston, MA
1981 — 1986

V.p

100 north Tryon St, Charlotte, NC 28202
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing,...

Education

MBA

Boston, MA
from 1999

BA in Business and Economics

Manchester, NH
from 1978
1974 — 1978

Occupations

Executive
Vice President
Financial Broker
Banker
Portfolio Manager
Construction
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Investment Analyst
Financial Analyst

Skills

Investments
Investment Management
Portfolio Management
Hedge Funds
Wealth Management
Strategy
Wealth Management Services
Asset Management
Management
Mutual Funds
Alternative Investments
Asset Allocation
Asset Managment
Equities
Investment Banking
Fixed Income
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