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Steve Galli

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Steve Galli

Partner | WJM Associates, Inc.

New York, New York, United States

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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.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Startup Experience

Steve Galli

Work Experience

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Partner at

Saba Associates L.L.C.

January 2022 - Present

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Vice Chairman, Board of Directors at

WJM Associates, Inc.

September 2016 - Present

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Chief Investment Officer, CFP®, CPWA® at

Nisivoccia Wealth Advisors LLC

January 2013 - Present

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Vice President at

SS&C Intralinks

November 2010 - September 2012

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Vice President at

S&P Global

September 2003 - October 2010

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Product Manager at

MSCI Inc.

April 2002 - September 2003

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Vice President at

Merrill Lynch/Wfc/L. Inc.

April 1999 - March 2002

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Vice President at

MERRILL LYNCH (SINGAPORE) PTE. LTD.

January 1999 - January 2000

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Associate at

SOLOMON BROTHERS SERVICES PTY LTD

June 1997 - April 1999

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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

mail

******@mywealthspring.com

******@wjmassoc.com

Colleagues

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Scott Gingold

Senior Vice President, Enterprise Partner

Bill Morin

chairman

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Tim Morin

President & CEO

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Alison Eydenberg

Vice President, Coaching Services

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