What is Stephen Polan email address?

Stephen Polan's primary email address is *************@mai.capital. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Stephen Polan work for?

Stephen Polan is a Senior Wealth Advisor Managing Director at MAI Capital Management, a company specializing in Monetary Authorities-Central Bank.

Where Stephen Polan graduated from?

Stephen Polan holds a degree in Taxation from University of Baltimore.

How can I directly contact Stephen Polan?

To contact Stephen Polan directly, you can use the email address *************@mai.capital. Complete contact information is available upon registration with Muraena.

Who is Stephen Polan?

Stephen Polan is a highly experienced Senior Wealth Advisor Managing Director at MAI Capital Management, specializing in financial services and investment strategies. With a career spanning over four decades, he has held leadership roles in various financial institutions, including as President and CIO at Prime Investment Advisors. His expertise encompasses business development, mergers and acquisitions, and portfolio management, making him well-versed in navigating complex financial landscapes. Stephen has a strong academic background with a Master's in Taxation from the University of Baltimore and a Bachelor's in Accounting and Finance. He is recognized for his tactical asset allocation strategies and his ability to tailor investment philosophies to meet clients' unique goals. Beyond his professional achievements, Stephen's commitment to client success is evident in his personalized approach to wealth management. He has also contributed to the growth of small financial firms, showcasing his versatility in both startup and corporate environments. Stephen's extensive network and industry knowledge position him as a trusted advisor in the financial sector.