Steven Stallone
Treasurer
Steve Stallone is an award winning expert bank/trust mutual fund relationship professional. Steve has over twenty years of relevant experience working in the mutual fund, banking and insurance industries. Steve is recognized for his skill and relationship with his former clients in wealth management, institutional investments, ultra high worth, and 401K groups. He has worked with over 200 outside banks to meet business growth objectives by harnessing new growth and balancing corporate portfolios. Steve has developed the world class Capital Directions Asset Allocation software for PNC Investments.
Steve Stallone earned a BA degree in Business Administration from Hope College and an MBA degree in Investment Management from Drexel University. He holds series 7, series 63 and series 65 securities licenses. Steve is an Eagle Scout A ten year resident of Newark, DE , Steve and his family enjoy spending time at the beach.