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Stephen Engel Email & Phone Number
Limited Partner
at
Visible Hands
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Limited Partner
Location
New York, New York, United States
Company size
Who is Stephen Engel? Overview
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Quick answer
Stephen Engel is listed as Limited Partner at Visible Hands, a company with 31 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Stephen Engel.
Stephen Engel previously worked as Senior Private Wealth Advisor at Palumbo Wealth Management and Board Member at Mid-Island Y Jcc. Stephen Engel holds Bachelor, Finance; Business Administration from Hofstra University - Frank G. Zarb School Of Business.
Company email context
Email format at Visible Hands
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Visible Hands
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Profile bio
About Stephen Engel
Stephen J. Engel is a Senior Private Wealth Advisor at Palumbo Wealth Management. He serves as a personal CFO to his clients and assists them in any financial situation that arises. Steve’s focus is on investment management, trust and estate planning, risk management, incapacity planning and income planning. He also serves as a fiduciary when assisting clients through the planning process.Steve has worked in the financial services industry for 11 years and most recently held the role of Wealth Management Advisor at TIAA where he provided his clients with detailed financial analysis and advice related to retirement, investment strategies, risk management, estate planning, insurance and lending. A 2009 graduate of Hofstra University, Steve obtained a bachelor’s degree in finance and business administration from the university’s Frank G. Zarb School of Business. Steve, his wife Rachel and their kids Jack & Rylie reside in Plainview, New York with their dog Lucas. Palumbo Wealth Management, LLC (“PWM”) is a registered investment advisor. PWM provides investment advisory and related services for clients nationally. PWM will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://palumbowm.com/.
Current workplace
Stephen Engel's current company
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Visible Hands
7 roles
Stephen Engel work experience
A career timeline built from the work history available for this profile.
Senior Private Wealth Advisor
Current
Nov 2020 - Present
Board Member
Current
May 2021 - Present
Limited Partner
CurrentVisible Hands is an investment firm with a 14-week full-time fellowship program that supports underrepresented talent in building technology startups by providing company building services and investments of up to $200k.With the vision of narrowing the VC funding gap, we aim to help create hundreds of companies led by underrepresented founders.
Sep 2021 - Present
Wealth Management Advisor
Oct 2017 - Nov 2020
Financial Associate
I provide financial services for Wall Street professionals, utilizing experience combined with integrity and trust to help families protect what they have worked so hard to attain. My comprehensive knowledge of complex estate planning and taxation allows me to deliver unique solutions with the highest level of professional and personalized service. My goal.
Aug 2015 - Jan 2016
Financial Advisor
Feb 2011 - Aug 2015
1 education record
Stephen Engel education
-
Hofstra University - Frank G. Zarb School Of Business
FAQ
Frequently asked questions about Stephen Engel
Quick answers generated from the profile data available on this page.
What company does Stephen Engel work for?
Stephen Engel works for Visible Hands.
What is Stephen Engel's role at Visible Hands?
Stephen Engel is listed as Limited Partner at Visible Hands.
Where is Stephen Engel based?
Stephen Engel is based in New York, New York, United States while working with Visible Hands.
What companies has Stephen Engel worked for?
Stephen Engel has worked for Visible Hands, Palumbo Wealth Management, Mid-Island Y Jcc, Tiaa, and Gaber Group.
How can I contact Stephen Engel?
You can use AeroLeads to view verified contact signals for Stephen Engel at Visible Hands, including work email, phone, and LinkedIn data when available.
What schools did Stephen Engel attend?
Stephen Engel holds Bachelor, Finance; Business Administration from Hofstra University - Frank G. Zarb School Of Business.
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