Biography

Biography

Stephen A. Geremia

Managing Member

Stephen A. Geremia, AIF®

Managing Member and Senior Investment Advisor

[email protected]

 

Stephen founded Ashwood Advisors, LLC® in 1999 so that he could serve clients best interests within an open independent architecture.  He has worked with clients from all walks of life but is particularly passionate about helping retirees navigate both preparing for and generating income in retirement.

 

A seasoned and trusted financial services professional with 30+ years of industry experience.  He began his career in the financial services industry in the summer of 1985 where he interned at a small boutique Broker Dealer & Investment Advisor.  In 1986 he was accepted into the financial consultant training program at Merrill Lynch, Pierce, Fenner & Smith.  Stephen’s professional experience includes Sales Manager of Working Assets Capital Management and Assistant Vice President of Baybank Brokerage Services, Inc.  He achieved his Accredited Investment Fiduciary®(AIF®) designation in 2005 and Boston Magazine has awarded him the prestigious Five Star Wealth Manager Award 9 times*. 

 

Giving back is important to Stephen.  He is a Trustee of New England College where he serves as Chair of the Finance & Investment Committee.  He has served on the board of Bridge Over Troubles Waters which is Boston’s foremost agency providing life changing services for homeless, runaway and at-risk youth.  Stephen and his wife Carol have been long time supporters of the American Cancer Society’s Adopt a Researcher program, City Year and Boston Medical Center.

 

He resides in Sherborn, Massachusetts, with his wife of 30+ years, Carol.  Stephen has two adult sons, Matthew who joined the practice in 2017 and Nathaniel.

Education

New England College, BA dual majors English and Philosophy

Professional Credentials

Accredited Investment Fiduciary® (AIF®)

FINRA Uniform Investment Advisor Law Examination (Series 65)

FINRA General Securities Representative Examination (Series 7)

FINRA Investment Company/Variable Contracts Principal Examination (Series 26)

FINRA Securities Industry Essentials Examination (SIE)

FINRA Uniform Securities Agent State Law Examination (Series 63)

 

* *Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,619 Boston area wealth managers were considered for the award; 566 (16 percent of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.