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Steven K. Umstead

Director
 
Pactolus Private Wealth Management, LLC

United States

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About Steven K. Umstead

 

Steven K. Umstead - Professional Summary:    

 

Financial professional Steven K. Umstead specializes in private wealth management for high-net-worth and ultra-high-net-worth clients. A Certified Financial Planner (TM) practitioner through the Certified Financial Planner Board of Standards Inc., Steven K. Umstead currently serves as Director of Pactolus Private Wealth Management LLC, which he helped establish. He is responsible for analyzing relevant market indicators that inform portfolio management decisions, maintaining client relationships, and providing operational leadership for the firm’s staff. In addition, Steven K. Umstead reviews and monitors third-party asset managers.

Prior to joining Pactolus Private Wealth Management, Steven K. Umstead served as a Financial Advisor and Vice President at Morgan Stanley Smith Barney LLC, the globally recognized wealth management firm. In this position, Mr. Umstead advised clientele of The Harter Wealth Advisory Group from 2007 to 2011. He coordinated, presented, and implemented customized wealth advisory plans and developed wealth management solutions. He also worked closely with family clients of significant means to develop investment plans and organizational structures that furthered family goals.

From 2000 to 2006, Steven K. Umstead worked as a Vice President and Branch Manager with Fidelity Investments, during which time he was transferred from Cleveland, Ohio, to Tyson’s Corner, Virginia, to take on leadership of the firm’s largest branch in the Mid-Atlantic region. Having previously turned around the Cleveland branch, he built Fidelity’s Tyson’s Corner branch into a top performer through numerous hires and committed restructuring. In 2006, he transitioned to the position of Vice President and Senior Account Executive where he led a select team that managed assets for the company’s high-net-worth clients through Fidelity Private Access.

Steven K. Umstead is a graduate of Marymount University where he earned a Bachelor of Business Administration, Accounting. He has been active in such community groups as the Loudoun County Chamber of Commerce and the Vienna, Virginia, chapter of Rotary International. He currently lives in Virginia.

Steven K. Umstead - Professional Experience:   

 

Pactolus Private Wealth Management, LLC
Director
Jan. 2011 - present

 

Steven K. Umstead - Education:   


Marymount University
Bachelor of Business Administration, Accounting

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