Stephen G. Green
Partner/Chief Executive Officer
NY: 585.203.1211 x104
DC: 202.536.2330 x104
Education
Le Moyne College, B.A. Economics; College for Financial Planning
Affiliations
Member of the Upstate New York Chapter of the Financial Planning Association
Steve is a founding partner of Seneca Financial Advisors and currently serves as the firm’s Chief Executive Officer. Prior to joining Seneca, Steve served with a global firm as a Financial Advisor within the Private Clients Group where he provided financial planning, tax planning and supervised staff while also serving on the Investment Committee.
As Partner and CEO with Seneca Financial Advisors, Steve provides comprehensive wealth management services to the firm’s high-net-worth clients, including corporate executives, law firm partners, retirees, and their families. He specializes in helping clients with multi-generational gift and estate planning. In addition, he is a member of Seneca’s Investment Committee which directs overall investment policy, manager selection, and monitoring.