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Steve Galli
Steve Galli
Partner | WJM Associates, Inc.
New York, New York, United States
Steve Galli
Summary
Steve Galli is a seasoned financial services executive with extensive expertise in wealth management and capital markets. Currently serving as the Chief Investment Officer at Nisivoccia Wealth Advisors, he has a robust background in business development, investment management, and strategic financial advisory. His career spans over two decades, featuring leadership roles at prestigious firms such as Merrill Lynch and Standard & Poor's, where he managed institutional client relationships and corporate strategy. Steve's educational foundation includes an MBA in Finance from NYU Stern and a BA in English from Colgate University, showcasing his diverse skill set. He is a partner at Wealthspring Financial Partners, where he integrates tax advice with wealth management. With a strong focus on innovation and technology in executive coaching at Wjm Associates, Steve is also a board member contributing to the evolution of the industry. His multifaceted career reflects a commitment to delivering comprehensive financial solutions to clients.
Steve Galli
Work Experience
Partner at
Saba Associates L.L.C.
January 2022 - Present
Vice Chairman, Board of Directors at
WJM Associates, Inc.
September 2016 - Present
Chief Investment Officer, CFP®, CPWA® at
Nisivoccia Wealth Advisors LLC
January 2013 - Present
Vice President at
SS&C Intralinks
November 2010 - September 2012
Vice President at
S&P Global
September 2003 - October 2010
Product Manager at
MSCI Inc.
April 2002 - September 2003
Vice President at
Merrill Lynch/Wfc/L. Inc.
April 1999 - March 2002
Vice President at
MERRILL LYNCH (SINGAPORE) PTE. LTD.
January 1999 - January 2000
Associate at
SOLOMON BROTHERS SERVICES PTY LTD
June 1997 - April 1999
Steve Galli
Education
New York University Stern School of Business, Mba
January 1995 - January 1997
Colgate University, Bachelor Of Arts - Ba
January 1987 - January 1991
Colgate University, Bachelor Of Arts - Ba
Frequently Asked Questions about Steve Galli
What is Steve Galli email address?
Steve Galli's primary email address is ******@mywealthspring.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Steve Galli work for?
Steve Galli is a Partner at WJM Associates, Inc., a company specializing in Schools & educational services.
Where Steve Galli graduated from?
Steve Galli holds a degree in Finance from New York University Stern School of Business.
How can I directly contact Steve Galli?
To contact Steve Galli directly, you can use the email address ******@mywealthspring.com. Complete contact information is available upon registration with Muraena.
Who is Steve Galli?
Steve Galli is a seasoned financial services executive with extensive expertise in wealth management and capital markets. Currently serving as the Chief Investment Officer at Nisivoccia Wealth Advisors, he has a robust background in business development, investment management, and strategic financial advisory. His career spans over two decades, featuring leadership roles at prestigious firms such as Merrill Lynch and Standard & Poor's, where he managed institutional client relationships and corporate strategy. Steve's educational foundation includes an MBA in Finance from NYU Stern and a BA in English from Colgate University, showcasing his diverse skill set. He is a partner at Wealthspring Financial Partners, where he integrates tax advice with wealth management. With a strong focus on innovation and technology in executive coaching at Wjm Associates, Steve is also a board member contributing to the evolution of the industry. His multifaceted career reflects a commitment to delivering comprehensive financial solutions to clients.
Steve`s contact details
******@mywealthspring.com
******@wjmassoc.com
Colleagues
Senior Vice President, Enterprise Partner
chairman
President & CEO
Vice President, Coaching Services