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Stephen Polan

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Stephen Polan

Accountant | MAI Capital Management

Maryland, Bethesda, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Stephen Polan

Work Experience

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Senior Wealth Advisor Managing Director at

MAI Capital Management

September 2022 - Present

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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

mail

**********@erols.com

******@mai.capital

Colleagues

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Stan Majkrzak

Field Agent

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Mark J Happe

Senior Counsel / Attorney

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Chris Brennan

Vice President

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Neil Hantak

Senior Intern

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Justin Bass

Adjunct Professor - Sports Law

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William Collins

Regional Vice President - Wholesaler

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Albie Macdonald

Senior Account Executive

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Joe Mclean

Managing Partner

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Kurt Nye

Finance Intern

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