Steven Bertolo

Q: What is Steven Bertolo email address?

Email Steven Bertolo at steven@clarfeld.com. This email is the most updated Steven Bertolo email found in 2026.

Q: How to contact Steven Bertolo?

To contact Steven Bertolo send an email to steven@clarfeld.com. If you want to call Steven Bertolo try calling on +14129737090 and +14124629211.

Investment Manager | Senior Vice President Clarfeld | Citizens Private Wealth at Clarfeld | Citizens Private Wealth | Greater Pittsburgh Region

About Steven Bertolo

As an Investment Manager and Senior Vice President at Clarfeld | Citizens Private Wealth, Steven Bertolo plays a pivotal role in delivering tailored wealth management solutions to high-net-worth individuals, families, and foundations. With a keen focus on complex estate and wealth strategy issues, Steven leverages his extensive expertise to navigate the intricate financial landscapes that his clients face. His collaborative approach involves working closely with a team of specialists in investment management, trust, and banking services, ensuring that each client receives a comprehensive and integrated planning experience.

Steven's proficiency in business analysis, portfolio risk management, and investment strategies enables him to craft customized solutions that align with his clients' unique financial objectives. He is particularly adept at addressing multifaceted challenges such as estate planning, executive compensation planning, and 401(k) fiduciary analysis. By employing innovative techniques in income distribution and insurance planning, Steven helps clients optimize their wealth while safeguarding their legacies for future generations.

Key projects under Steven's leadership often involve the development of sophisticated investment strategies that not only aim for growth but also prioritize risk management and sustainability. His commitment to understanding the nuances of each client's situation allows him to provide insightful advice that fosters long-term financial success. As a trusted advisor, Steven Bertolo exemplifies Clarfeld's mission to offer industry-leading, innovative solutions that address the complex needs of its clientele, ensuring that their financial affairs are meticulously coordinated and managed with the utmost care.

Steven Bertolo Work