Stephen Barber

Stephen Barber Email and Phone Number

Adjunct Faculty @ Arizona State University
Phoenix, AZ, US
Stephen Barber's Location
Phoenix, Arizona, United States, United States
Stephen Barber's Contact Details

Stephen Barber personal email

About Stephen Barber

As Managing Director, Stephen leads a team of seasoned professionals delivering proactive wealth management services to individuals and families. The team advises across the balance sheet with expertise in investment management, fiduciary services, wealth planning, private banking and specialized lending solutions.Specialties: Investment Advisory, Private Banking, Estate Planning, Wealth Management, Alternative Investments, Hedge Funds, Financial Planning, Insurance Planning, Charitable Giving Strategies, Charitable Trusts, Trust Management, Investments, Wealth Transfer, Succession Planning, Business Planning

Stephen Barber's Current Company Details
Arizona State University

Arizona State University

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Adjunct Faculty
Phoenix, AZ, US
Website:
northerntrust.com
Employees:
21127
Stephen Barber Work Experience Details
  • Arizona State University
    Adjunct Faculty
    Arizona State University
    Phoenix, Az, Us
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  • Northern Trust Corporation
    Managing Director | Phoenix Office, Senior Vice President
    Northern Trust Corporation Mar 2022 - Present
    Greater Phoenix Area
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  • Northern Trust Corporation
    Svp, Wealth Strategist
    Northern Trust Corporation Aug 2013 - Jul 2022
    Phoenix, Arizona Area
    Stephen’s principal responsibility was introducing the strengths of Northern as a trusted advisor. He specialized in designing personally optimized and tax sensitive solutions for affluent clients.
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  • Northern Trust
    Svp, Wealth Advisor
    Northern Trust Jul 2011 - Aug 2013
    As a Senior Wealth Advisor Stephen advised ultra-affluent families in the areas of estate planning & wealth transfer, investments and financial planning.
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  • Grand Canyon University
    Consultant
    Grand Canyon University Apr 2024 - Present
    Colangelo College Of Business--Phoenix, Arizona, United States
    Assisted with development of new graduate level accounting course focused on tax and financial planning. SME for topics related to gift and estate tax, financial planning, and trust taxation.
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  • Grand Canyon University
    Adjunct Faculty
    Grand Canyon University Dec 2023 - Present
    Colangelo College Of Business--Phoenix, Arizona, United States
    Instructor for FIN-440 | Estate Planning & Special Topics (Spring and Summer Semester 2024):This course introduces principles of family estate planning and client communication. Estate planning documents, gifting strategies, incapacity planning, property ownership, transfer methods, and taxation are covered topics. Students also learn aspects of client communication and psychology, including principles of nonverbal communication, counseling, and the impact of planner and client values, attitudes, and biases.
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  • Wells Fargo Private Bank
    Svp, Senior Wealth Strategist
    Wells Fargo Private Bank 2010 - 2011
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  • Solamere Advisors
    Partner, Planning & Fiduciary Advisor
    Solamere Advisors 2009 - 2010
  • Stanford Family Office
    Director Of Financial Planning
    Stanford Family Office 2007 - 2009
  • Wachovia Wealth Management
    Svp, Wealth Strategist/Relationship Manager
    Wachovia Wealth Management 2000 - 2007
  • Pricewaterhousecoopers
    Senior Tax Associate
    Pricewaterhousecoopers 1999 - 2000
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  • Us Navy
    Judge Advocate General
    Us Navy 1994 - 2000
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Stephen Barber Skills

Estate Planning Investments Investment Advisory Wealth Private Banking Strategic Financial Planning Financial Planners Succession Planning Asset Allocation Business Planning Strategy Wealth Management

Stephen Barber Education Details

Frequently Asked Questions about Stephen Barber

What company does Stephen Barber work for?

Stephen Barber works for Arizona State University

What is Stephen Barber's role at the current company?

Stephen Barber's current role is Adjunct Faculty.

What is Stephen Barber's email address?

Stephen Barber's email address is ba****@****ail.com

What schools did Stephen Barber attend?

Stephen Barber attended University Of San Diego School Of Law, Wake Forest University School Of Law, University Of South Carolina-Columbia.

What skills is Stephen Barber known for?

Stephen Barber has skills like Estate Planning, Investments, Investment Advisory, Wealth, Private Banking, Strategic Financial Planning, Financial Planners, Succession Planning, Asset Allocation, Business Planning, Strategy, Wealth Management.

Who are Stephen Barber's colleagues?

Stephen Barber's colleagues are Kavita Chandrappa, Cherie Finch, Claire Pilarczyk, Kaustubh Bagal, Joe Clancy, Gregory Jordan, Cfa, Kerry Newson.

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