Steven Digregorio
Investment Advisor Representative at Spire Investment Partners | New York City Metropolitan Area
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As the founder and Chief Executive Officer of Compass Asset Management Group, Steven Digregorio brings over 35 years of extensive experience in the financial industry, specializing in wealth management for affluent professionals, executives, and business owners. Under his leadership, Compass Asset Management Group has established itself as a premier boutique firm, dedicated to providing tailored financial and estate planning services that prioritize the unique needs of each client. Steven's expertise as a fiduciary and investment manager allows him to guide clients through complex financial landscapes, ensuring they achieve their goals with confidence and clarity.
At Compass, Steven spearheads key projects that focus on comprehensive investment management and strategic financial planning. His approach encompasses a wide array of services, including retirement planning, executive compensation strategies, and business succession planning. By leveraging his deep understanding of investment strategies and portfolio management, he crafts personalized solutions that not only aim to grow wealth but also protect and transfer it in a tax-efficient manner.
Steven's commitment to client-centric service is evident in every aspect of Compass Asset Management Group's operations. He emphasizes the importance of building long-lasting relationships, ensuring that clients feel supported and informed throughout their financial journeys. His leadership fosters a collaborative team environment, where skilled professionals work together to deliver exceptional financial advisory services. With a focus on trust and transparency, Steven Digregorio continues to empower clients to navigate their financial futures with confidence, making Compass Asset Management Group a trusted partner in wealth management.
Investment Advisor Representative at Spire Investment Partners in September 2009 to Present
Chief Executive Officer at Compass Asset Management Group in September 2009 to Present
Assistant Market Director, SVP at Banc of America Investments in January 2007 to September 2009
Private Wealth Management Group, Regional Director, SVP at KeyBanc Capital Markets in August 2004 to January 2007
Wealth Management Group, SVP at M&T Bank in February 1998 to August 2004
District Sales Manager/Satellite Office Manager at Mutual of Omaha in October 1987 to February 1998
Analysis Division at United States Air Force in September 1983 to August 1986
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Organizational Leadership
Team Management
Wealth Management
Retirement Planning
Estate Planning
Investment Advisory
Strategic Financial Planning
Finance
Investment Strategies
Financial Advisory
Public Speaking
Team Building
Investment Management
401k Rollovers
Trusts
Succession Planning
Insurance
Wealth Management Services
Personal Financial Planning
Qualified Retirement Plans
Investment Policy Statements
Executive Pay
Life Insurance
Financial Planning
Entrepreneurship
Qualified Domestic Relations Orders
Certified Divorce Financial Analyst
501(c)(3)
Sales Management
Management
Investments
Customer Service
Portfolio Management
Financial Services
Strategic Planning
Business Development
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What is Steven Digregorio email address?
Email Steven Digregorio at [email protected] and [email protected]. This email is the most updated Steven Digregorio email found in 2026.
What is Steven Digregorio phone number?
Steven Digregorio phone number is +18455270400 and +18452027087.
How to contact Steven Digregorio?
To contact Steven Digregorio send an email to [email protected] or [email protected]. If you want to call Steven Digregorio try calling on +18455270400 and +18452027087. (updated on October 29, 2024)
What is Steven Digregorio net worth?
Steven Digregorio has an estimated net worth of $750,000 to $999,999
What company does Steven Digregorio work for?
Steven Digregorio works for Spire Investment Partners
What is Steven Digregorio's role at Spire Investment Partners?
Steven Digregorio is Investment Advisor Representative
What industry does Steven Digregorio work in?
Steven Digregorio works in the Financial Services industry.
Steven Digregorio Email Addresses
Steven Digregorio Phone Numbers
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