Steve Fernelis
Wealth Advisor at Parallel Advisors, LLC | New York City Metropolitan Area
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Wealth Advisor at Parallel Advisors, LLC in February 2025 to Present
Senior Managing Director at CIBC Private Wealth US in September 2023 to August 2024
Managing Director at First Republic Bank in June 2022 to August 2024
Managing Director at Fieldpoint Private in January 2021 to June 2022
Relationship Manager at Citi in September 2013 to January 2021
Private Banker at Wells Fargo Advisors in October 2011 to September 2013
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Temple University, Bachelor's degree, January 2008 to January 2011
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Banking
Portfolio Management
Credit
Relationship Management
Investments
Wealth Management
Equities
Financial Services
Retail Banking
Risk Management
Finance
Asset Management
Fixed Income
Credit Analysis
Cfa
Microsoft Office
Financial Analysis
Alternative Investments
Asset Allocation
Mutual Funds
Loans
Trading
Financial Advisory
Securities
Analytical Skills
Capital Markets
Credit Risk
Derivatives
Equity Derivatives
Strategic Planning
Pitch Books
Investment Banking
Hedge Funds
Structured Finance
Collateralized Debt Obligation (CDO)
Commercial Mortgage-Backed Security (CMBS)
Mortgage-Backed Security (MBS)
Bloomberg
Leveraged Finance
Teamwork
Microsoft Excel
Financial Risk
Financial Modeling
Private Banking
Investment Management
Business Development
Commercial Banking
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Discover more about Parallel Advisors, LLCWhat is Steve Fernelis email address?
Email Steve Fernelis at [email protected] and [email protected]. This email is the most updated Steve Fernelis's email found in 2026.
How to contact Steve Fernelis?
To contact Steve Fernelis send an email to [email protected] or [email protected].
What company does Steve Fernelis work for?
Steve Fernelis works for Parallel Advisors, LLC
What is Steve Fernelis's role at Parallel Advisors, LLC?
Steve Fernelis is Wealth Advisor
What is Steve Fernelis's Phone Number?
Steve Fernelis's phone (212) ***-*606
What industry does Steve Fernelis work in?
Steve Fernelis works in the Financial Services industry.
Steve Fernelis Email Addresses
Steve Fernelis Phone Numbers
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