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Stephen Polan
Stephen Polan
Accountant | MAI Capital Management
Maryland, Bethesda, United States
Stephen Polan
Summary
Stephen Polan is a seasoned financial professional with extensive experience in wealth management and taxation. Currently serving as the Senior Wealth Advisor Managing Director at MAI Capital Management, he leverages his deep understanding of accounting and finance to guide clients in optimizing their financial strategies. With a strong educational background, including a Bachelor's degree in Accounting and Finance from the University of Maryland and a Master's in Taxation from the University of Baltimore, Stephen combines technical expertise with practical experience. His career began at Ernst & Whinney, where he honed his skills as an accountant before moving into leadership roles. Passionate about helping individuals and families achieve their financial goals, he is known for his personalized approach and commitment to client success. Outside of work, Stephen is likely to engage in community initiatives that promote financial literacy, reflecting his belief in the importance of informed financial decision-making.
Stephen Polan
Work Experience
Senior Wealth Advisor Managing Director at
MAI Capital Management
September 2022 - Present
Stephen Polan
Education
University of Maryland, Bachelor of Science - BS, Accounting and Finance
University of Baltimore, Masters, Taxation
January 1980 - January 1985
Frequently Asked Questions about Stephen Polan
What is Stephen Polan email address?
Stephen Polan's primary email address is **********@erols.com. 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 Accountant at MAI Capital Management.
Where Stephen Polan graduated from?
Stephen Polan holds a degree in null from University of Maryland.
How can I directly contact Stephen Polan?
To contact Stephen Polan directly, you can use the email address **********@erols.com. Complete contact information is available upon registration with Muraena.
Who is Stephen Polan?
Stephen Polan is a seasoned financial professional with extensive experience in wealth management and taxation. Currently serving as the Senior Wealth Advisor Managing Director at MAI Capital Management, he leverages his deep understanding of accounting and finance to guide clients in optimizing their financial strategies. With a strong educational background, including a Bachelor's degree in Accounting and Finance from the University of Maryland and a Master's in Taxation from the University of Baltimore, Stephen combines technical expertise with practical experience. His career began at Ernst & Whinney, where he honed his skills as an accountant before moving into leadership roles. Passionate about helping individuals and families achieve their financial goals, he is known for his personalized approach and commitment to client success. Outside of work, Stephen is likely to engage in community initiatives that promote financial literacy, reflecting his belief in the importance of informed financial decision-making.
Stephen`s contact details
**********@erols.com
******@mai.capital
Colleagues
Field Agent
Senior Counsel / Attorney
Vice President
Senior Intern
Adjunct Professor - Sports Law
Regional Vice President - Wholesaler
Senior Account Executive
Managing Partner
Intern
Finance Intern