Stephen A. Geremia

Managing Member

Stephen’s practice encompasses personalized financial planning, which is personalized to help meet individual client financial goals and objectives. 

Stephen earned a bachelor of arts degree from New England College, with a double major in English literature and philosophy. While in college, he served as an editor-in-chief of the Henniker Review while also playing varsity soccer and baseball. 

He was accepted into the financial consultant training program at Merrill Lynch, Pierce, Fenner & Smith in 1985. Stephen’s professional experience includes registered representative and sales manager of Working Assets Capital Management and assistant vice president of BayBanks Brokerage Services, Inc. 

In addition to his professional activities, Stephen is a trustee of New England College and is acting chair of the Finance & Investment Committee. 

Stephen lives in Sherborn, MA, with his wife Carol and their sons Matthew and Nathaniel.