Steven Stallone
Treasurer
Steve Stallone is the Treasurer and Director for MOT Charter School. Steve is also a Financial Advisor for Morgan Stanley Wealth Management. Steve has over twenty years of relevant experience working in the brokerage, mutual fund, banking and insurance industries. Steve is recognized for his skill and relationships with his clients in wealth management, institutional investments, ultra high worth, and 401K groups. He has worked with clients 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, series 65 and series 31 securities licenses and insurance licenses in a number of states. Steve is an Eagle Scout A twelve year resident of Newark, DE , Steve and his family enjoy spending time at the beach.