Mark Gravina

Vice President | Wealth Manager - Monadnock Private Wealth at Steward Partners

Role
Vice President Wealth Manager at Steward Partners
Location
Keene, NH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Vice President Wealth Manager

    Steward Partners

    Dec 2024 — Present

    Steward Partners is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.For important disclosure information, please see \"Disclosures\" page on our

Education

  • Bryant University

    Bachelor of Science in Business Administration (BSBA), Finance

Skills

  • Event Management
  • Microsoft Access
  • Entrepreneurship
  • Finance
  • Strategic Planning
  • Public Speaking
  • Research
  • Microsoft Word
  • Social Media Marketing
  • Microsoft Excel
  • Microsoft Office
  • Marketing
  • Business Development
  • Social Media
  • Sharepoint
  • Crisis Management
  • Mobile Application Design

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Mark Gravina — Vice President Wealth Manager at Steward Partners in Keene, NH, US | Unifers